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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 | $40,387 | $106,749-62.2% | $145,433-72.2% | $82,448-51.0% |
| Participation rate | 9.8% | 75.6%-65.9pp | 82.1%-72.4pp | 68.1%-58.3pp |
| Annual return | 13.51% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,063 | $6,519-83.7% | $7,897-86.5% | $4,139-74.3% |
| Admin fee / account holder | $12,603 | $8,390+50.2% | $13,129-4.0% | $7,234+74.2% |