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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 | $30,037 | $78,707-61.8% | $117,861-74.5% | $70,126-57.2% |
| Participation rate | 58.8% | 73.2%-14.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 11.13% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $319 | $3,297-90.3% | $4,482-92.9% | $3,332-90.4% |
| Admin fee / account holder | $7,927 | $5,066+56.5% | $8,021-1.2% | $4,645+70.6% |