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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 | $34,856 | $89,370-61.0% | $141,197-75.3% | $72,976-52.2% |
| Participation rate | 12.3% | 75.1%-62.8pp | 82.5%-70.2pp | 69.5%-57.2pp |
| Annual return | 17.65% | 111.88%-94.2pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,410 | $5,419-74.0% | $6,710-79.0% | $3,608-60.9% |
| Admin fee / account holder | $6,442 | $5,957+8.2% | $10,265-37.2% | $5,124+25.7% |