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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 | $99,875-59.6% | $146,866-72.5% | $86,983-53.6% |
| Participation rate | 9.8% | 75.8%-66.0pp | 82.5%-72.8pp | 69.5%-59.8pp |
| Annual return | 13.51% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,063 | $6,322-83.2% | $7,759-86.3% | $4,194-74.6% |
| Admin fee / account holder | $12,603 | $7,838+60.8% | $13,620-7.5% | $7,856+60.4% |