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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 | $35,499 | $93,598-62.1% | $135,974-73.9% | $75,173-52.8% |
| Participation rate | 10.5% | 75.2%-64.7pp | 81.9%-71.4pp | 67.2%-56.7pp |
| Annual return | 13.75% | 30.89%-17.1pp | 68.30%-54.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,166 | $6,405-66.2% | $7,760-72.1% | $4,126-47.5% |
| Admin fee / account holder | $7,985 | $6,978+14.4% | $10,767-25.8% | $5,651+41.3% |