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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 | $34,755 | $86,298-59.7% | $111,308-68.8% | $85,847-59.5% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 8.75% | 19.99%-11.2pp | 54.67%-45.9pp | 318.61%-309.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,373 | $3,641-62.3% | $4,487-69.4% | $3,952-65.3% |
| Admin fee / account holder | $2,468 | $8,189-69.9% | $7,965-69.0% | $6,261-60.6% |