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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 | $38,106 | $89,367-57.4% | $141,191-73.0% | $72,975-47.8% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 18.14% | 111.87%-93.7pp | 71.41%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,215 | $5,419-77.6% | $6,710-81.9% | $3,608-66.3% |
| Admin fee / account holder | $14,300 | $5,957+140.1% | $10,264+39.3% | $5,124+179.1% |