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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 | $33,932 | $209,336-83.8% | $197,124-82.8% | $137,256-75.3% |
| Participation rate | 23.1% | 87.3%-64.2pp | 86.7%-63.6pp | 80.0%-56.9pp |
| Annual return | 8.02% | 48.09%-40.1pp | 44.34%-36.3pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $498 | $9,614-94.8% | $9,135-94.5% | $6,407-92.2% |
| Admin fee / account holder | $14,680 | $17,308-15.2% | $16,298-9.9% | $12,270+19.6% |