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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 | $106,524-69.7% | $152,301-78.8% | $87,485-63.1% |
| Participation rate | 34.8% | 75.8%-41.0pp | 82.4%-47.7pp | 68.9%-34.1pp |
| Annual return | 8.87% | 26.89%-18.0pp | 80.50%-71.6pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,701 | $6,525-73.9% | $8,004-78.7% | $4,274-60.2% |
| Admin fee / account holder | $10,311 | $8,287+24.4% | $14,398-28.4% | $7,775+32.6% |