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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 | $38,744 | $99,994-61.3% | $146,647-73.6% | $85,851-54.9% |
| Participation rate | 32.4% | 73.1%-40.7pp | 80.1%-47.7pp | 69.3%-37.0pp |
| Annual return | 9.71% | 18.93%-9.2pp | 22.75%-13.0pp | 318.63%-308.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,365 | $4,006-65.9% | $5,506-75.2% | $3,952-65.5% |
| Admin fee / account holder | $457 | $7,703-94.1% | $10,281-95.6% | $6,261-92.7% |