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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 | $43,001 | $78,423-45.2% | $95,964-55.2% | $79,856-46.2% |
| Participation rate | 34.4% | 73.5%-39.1pp | 77.1%-42.7pp | 69.6%-35.3pp |
| Annual return | 7.46% | 19.37%-11.9pp | 91.64%-84.2pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $994 | $3,440-71.1% | $4,167-76.1% | $3,741-73.4% |
| Admin fee / account holder | $10,307 | $5,622+83.3% | $6,797+51.6% | $5,306+94.2% |