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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 | $62,019 | $83,485-25.7% | $125,192-50.5% | $72,975-15.0% |
| Participation rate | 42.9% | 73.3%-30.4pp | 79.8%-36.9pp | 69.5%-26.6pp |
| Annual return | 13.62% | 25.77%-12.1pp | 43.79%-30.2pp | 81.01%-67.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,393 | $3,586-61.2% | $4,937-71.8% | $3,608-61.4% |
| Admin fee / account holder | $11,977 | $5,518+117.1% | $9,704+23.4% | $5,124+133.7% |