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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 | $30,251 | $93,589-67.7% | $135,942-77.7% | $75,181-59.8% |
| Participation rate | 25.3% | 75.2%-49.9pp | 81.9%-56.6pp | 67.2%-41.9pp |
| Annual return | 10.61% | 30.90%-20.3pp | 68.28%-57.7pp | 160.69%-150.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,116 | $6,405-67.0% | $7,759-72.7% | $4,126-48.7% |
| Admin fee / account holder | $7,889 | $6,977+13.1% | $10,764-26.7% | $5,650+39.6% |