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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 | $82,185 | $67,602+21.6% | $82,312-0.2% | $70,126+17.2% |
| Participation rate | 37.3% | 72.8%-35.5pp | 76.9%-39.6pp | 69.5%-32.3pp |
| Annual return | 11.61% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $798 | $2,987-73.3% | $3,706-78.5% | $3,332-76.0% |
| Admin fee / account holder | $34,474 | $4,512+664.1% | $5,608+514.8% | $4,645+642.1% |