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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 | $35,151 | $201,372-82.5% | $184,260-80.9% | $145,884-75.9% |
| Participation rate | 31.3% | 87.5%-56.2pp | 86.8%-55.6pp | 80.3%-49.1pp |
| Annual return | 8.78% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,191 | $9,808-77.7% | $9,133-76.0% | $6,690-67.2% |
| Admin fee / account holder | $9,667 | $16,362-40.9% | $13,898-30.4% | $13,392-27.8% |