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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 | $35,999 | $91,167-60.5% | $178,498-79.8% | $79,858-54.9% |
| Participation rate | 16.4% | 69.2%-52.8pp | 81.9%-65.5pp | 69.6%-53.2pp |
| Annual return | 8.18% | 24.19%-16.0pp | 151.09%-142.9pp | 31.72%-23.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $330 | $3,236-89.8% | $5,202-93.6% | $3,740-91.2% |
| Admin fee / account holder | $2,606 | $6,747-61.4% | $13,985-81.4% | $5,306-50.9% |