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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 | $35,045 | $106,524-67.1% | $152,301-77.0% | $87,485-59.9% |
| Participation rate | 8.8% | 75.8%-67.0pp | 82.4%-73.7pp | 68.9%-60.2pp |
| Annual return | 10.52% | 26.89%-16.4pp | 80.50%-70.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $730 | $6,525-88.8% | $8,004-90.9% | $4,274-82.9% |
| Admin fee / account holder | $25,478 | $8,287+207.5% | $14,398+77.0% | $7,775+227.7% |