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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 | $76,676 | $99,875-23.2% | $146,866-47.8% | $86,983-11.8% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.5%-42.1pp | 69.5%-29.1pp |
| Annual return | 9.46% | 28.10%-18.6pp | 102.85%-93.4pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $663 | $6,322-89.5% | $7,759-91.5% | $4,194-84.2% |
| Admin fee / account holder | $3,872 | $7,838-50.6% | $13,620-71.6% | $7,856-50.7% |