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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 | $36,765 | $70,435-47.8% | $96,575-61.9% | $85,856-57.2% |
| Participation rate | 15.4% | 61.8%-46.4pp | 69.8%-54.4pp | 69.3%-53.9pp |
| Annual return | 10.79% | 18.59%-7.8pp | 37.79%-27.0pp | 318.58%-307.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $482 | $2,894-83.3% | $3,849-87.5% | $3,952-87.8% |
| Admin fee / account holder | $30,268 | $4,997+505.7% | $6,182+389.6% | $6,261+383.5% |