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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 | $35,278 | $83,485-57.7% | $125,195-71.8% | $72,976-51.7% |
| Participation rate | 26.7% | 73.3%-46.6pp | 79.8%-53.1pp | 69.5%-42.8pp |
| Annual return | 13.98% | 25.77%-11.8pp | 43.79%-29.8pp | 81.02%-67.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,135 | $3,586-68.4% | $4,937-77.0% | $3,608-68.5% |
| Admin fee / account holder | $6,758 | $5,518+22.5% | $9,704-30.4% | $5,124+31.9% |