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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 | $38,402 | $85,094-54.9% | $76,327-49.7% | $145,877-73.7% |
| Participation rate | 57.1% | 82.9%-25.7pp | 79.2%-22.1pp | 80.3%-23.2pp |
| Annual return | 8.70% | 13.13%-4.4pp | 13.79%-5.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,475 | $6,390-76.9% | $5,478-73.1% | $6,691-77.9% |
| Admin fee / account holder | $348 | $5,773-94.0% | $5,139-93.2% | $13,402-97.4% |