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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 | $41,121 | $76,407-46.2% | $150,298-72.6% | $82,448-50.1% |
| Participation rate | 29.8% | 66.4%-36.6pp | 77.8%-48.0pp | 68.1%-38.3pp |
| Annual return | 11.32% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $445 | $3,214-86.2% | $5,453-91.8% | $4,139-89.2% |
| Admin fee / account holder | $12,932 | $6,352+103.6% | $14,116-8.4% | $7,234+78.8% |