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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 | $32,252 | $106,749-69.8% | $145,433-77.8% | $82,448-60.9% |
| Participation rate | 34.8% | 75.6%-40.9pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 8.87% | 27.59%-18.7pp | 66.58%-57.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,701 | $6,519-73.9% | $7,897-78.5% | $4,139-58.9% |
| Admin fee / account holder | $10,311 | $8,390+22.9% | $13,129-21.5% | $7,234+42.5% |