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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 | $54,191 | $94,031-42.4% | $115,768-53.2% | $82,448-34.3% |
| Participation rate | 35.7% | 70.4%-34.7pp | 74.4%-38.7pp | 68.1%-32.4pp |
| Annual return | 11.23% | 20.61%-9.4pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $391 | $3,972-90.2% | $4,917-92.1% | $4,139-90.6% |
| Admin fee / account holder | $3,057 | $10,249-70.2% | $12,439-75.4% | $7,234-57.7% |