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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 | $30,371 | $102,422-70.3% | $147,117-79.4% | $80,959-62.5% |
| Participation rate | 41.1% | 75.9%-34.8pp | 82.2%-41.1pp | 67.7%-26.6pp |
| Annual return | 9.76% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,614 | $6,652-75.7% | $8,065-80.0% | $4,300-62.5% |
| Admin fee / account holder | $10,155 | $7,953+27.7% | $12,993-21.8% | $6,925+46.6% |