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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 | $38,104 | $78,670-51.6% | $109,173-65.1% | $85,847-55.6% |
| Participation rate | 63.9% | 68.3%-4.4pp | 75.9%-12.0pp | 69.3%-5.4pp |
| Annual return | 9.79% | 25.09%-15.3pp | 25.75%-16.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $839 | $3,467-75.8% | $4,654-82.0% | $3,952-78.8% |
| Admin fee / account holder | $740 | $5,469-86.5% | $6,755-89.0% | $6,261-88.2% |