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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 | $39,453 | $58,848-33.0% | $88,179-55.3% | $82,637-52.3% |
| Participation rate | 20.4% | 57.9%-37.5pp | 69.1%-48.8pp | 68.1%-47.7pp |
| Annual return | 10.64% | 22.76%-12.1pp | 64.97%-54.3pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $254 | $3,124-91.9% | $4,614-94.5% | $4,126-93.8% |
| Admin fee / account holder | $9,052 | $4,795+88.8% | $7,673+18.0% | $7,339+23.3% |