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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 | $40,059 | $76,371-47.5% | $93,621-57.2% | $72,975-45.1% |
| Participation rate | 30.2% | 71.8%-41.6pp | 75.8%-45.7pp | 69.5%-39.3pp |
| Annual return | 10.88% | 25.82%-14.9pp | 32.76%-21.9pp | 81.01%-70.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $512 | $3,538-85.5% | $4,070-87.4% | $3,608-85.8% |
| Admin fee / account holder | $9,928 | $6,839+45.2% | $7,890+25.8% | $5,124+93.8% |