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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 | $40,262 | $108,825-63.0% | $156,181-74.2% | $82,448-51.2% |
| Participation rate | 40.4% | 72.4%-31.9pp | 78.8%-38.4pp | 68.1%-27.6pp |
| Annual return | 12.32% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,624 | $4,577-64.5% | $6,132-73.5% | $4,139-60.8% |
| Admin fee / account holder | $2,346 | $9,341-74.9% | $14,586-83.9% | $7,234-67.6% |