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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 | $67,689 | $94,436-28.3% | $115,599-41.4% | $82,637-18.1% |
| Participation rate | 26.8% | 70.4%-43.6pp | 74.3%-47.4pp | 68.1%-41.2pp |
| Annual return | 9.47% | 18.37%-8.9pp | 111.10%-101.6pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,386 | $3,955-64.9% | $4,889-71.6% | $4,126-66.4% |
| Admin fee / account holder | $19,694 | $10,328+90.7% | $12,841+53.4% | $7,339+168.4% |