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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 | $42,552 | $98,766-56.9% | $149,730-71.6% | $79,852-46.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 9.68% | 27.43%-17.8pp | 276.70%-267.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,596 | $5,681-71.9% | $6,843-76.7% | $3,740-57.3% |
| Admin fee / account holder | $955 | $6,052-84.2% | $9,310-89.7% | $5,306-82.0% |