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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 | $35,862 | $55,930-35.9% | $76,089-52.9% | $80,925-55.7% |
| Participation rate | 15.3% | 62.1%-46.8pp | 69.1%-53.8pp | 67.7%-52.4pp |
| Annual return | 9.79% | 20.58%-10.8pp | 360.94%-351.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $525 | $3,051-82.8% | $4,259-87.7% | $4,299-87.8% |
| Admin fee / account holder | $710 | $5,241-86.5% | $6,418-88.9% | $6,940-89.8% |