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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 | $110,137-31.6% | $161,149-53.2% | $82,637-8.8% |
| Participation rate | 42.3% | 72.4%-30.0pp | 78.8%-36.5pp | 68.1%-25.7pp |
| Annual return | 11.15% | 20.69%-9.5pp | 21.16%-10.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,961 | $4,575-57.1% | $6,153-68.1% | $4,126-52.5% |
| Admin fee / account holder | $24,200 | $9,467+155.6% | $15,194+59.3% | $7,339+229.8% |