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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,147 | $68,878-51.9% | $120,574-72.5% | $80,935-59.0% |
| Participation rate | 55.2% | 61.7%-6.5pp | 71.9%-16.8pp | 67.7%-12.5pp |
| Annual return | 7.64% | 23.67%-16.0pp | 107.42%-99.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $159 | $3,189-95.0% | $4,996-96.8% | $4,299-96.3% |
| Admin fee / account holder | $9,471 | $5,782+63.8% | $9,445+0.3% | $6,924+36.8% |