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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 | $77,805 | $106,749-27.1% | $145,433-46.5% | $82,448-5.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 5.66% | 27.59%-21.9pp | 66.58%-60.9pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,120 | $6,519-82.8% | $7,897-85.8% | $4,139-73.0% |
| Admin fee / account holder | $9,413 | $8,390+12.2% | $13,129-28.3% | $7,234+30.1% |