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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 | $40,121 | $106,749-62.4% | $145,433-72.4% | $82,448-51.3% |
| Participation rate | 22.6% | 75.6%-53.1pp | 82.1%-59.5pp | 68.1%-45.5pp |
| Annual return | 4.72% | 27.59%-22.9pp | 66.58%-61.9pp | 41.64%-36.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $960 | $6,519-85.3% | $7,897-87.8% | $4,139-76.8% |
| Admin fee / account holder | $46,791 | $8,390+457.7% | $13,129+256.4% | $7,234+546.8% |