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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 | $101,950-46.8% | $125,529-56.8% | $86,983-37.7% |
| Participation rate | 35.7% | 70.2%-34.4pp | 74.7%-39.0pp | 69.5%-33.8pp |
| Annual return | 11.23% | 18.29%-7.1pp | 202.56%-191.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $391 | $3,862-89.9% | $4,813-91.9% | $4,194-90.7% |
| Admin fee / account holder | $3,057 | $12,791-76.1% | $16,298-81.2% | $7,856-61.1% |