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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 | $39,360 | $62,672-37.2% | $185,117-78.7% | $70,126-43.9% |
| Participation rate | 38.5% | 63.8%-25.3pp | 77.3%-38.8pp | 69.5%-31.1pp |
| Annual return | 12.89% | 40.79%-27.9pp | 40.50%-27.6pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $529 | $3,272-83.8% | $5,045-89.5% | $3,332-84.1% |
| Admin fee / account holder | $12,084 | $3,932+207.3% | $8,159+48.1% | $4,645+160.1% |