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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 | $32,424 | $89,259-63.7% | $107,187-69.8% | $82,637-60.8% |
| Participation rate | 67.5% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.6pp |
| Annual return | 12.64% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,601 | $4,037-60.3% | $5,096-68.6% | $4,126-61.2% |
| Admin fee / account holder | $10,833 | $7,381+46.8% | $9,162+18.2% | $7,339+47.6% |