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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 | $69,967 | $142,972-51.1% | $214,702-67.4% | $86,983-19.6% |
| Participation rate | 25.8% | 84.9%-59.1pp | 87.5%-61.7pp | 69.5%-43.8pp |
| Annual return | 12.43% | 18.49%-6.1pp | 54.55%-42.1pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,801 | $6,568-57.4% | $9,147-69.4% | $4,194-33.2% |
| Admin fee / account holder | $4,109 | $17,617-76.7% | $19,830-79.3% | $7,856-47.7% |