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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 | $75,356 | $108,825-30.8% | $156,181-51.8% | $82,448-8.6% |
| Participation rate | 42.3% | 72.4%-30.1pp | 78.8%-36.5pp | 68.1%-25.8pp |
| Annual return | 11.15% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,961 | $4,577-57.2% | $6,132-68.0% | $4,139-52.6% |
| Admin fee / account holder | $24,200 | $9,341+159.1% | $14,586+65.9% | $7,234+234.5% |