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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 | $41,599 | $86,949-52.2% | $102,460-59.4% | $80,959-48.6% |
| Participation rate | 15.8% | 72.4%-56.6pp | 76.5%-60.7pp | 67.7%-51.9pp |
| Annual return | 7.08% | 18.89%-11.8pp | 29.47%-22.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $840 | $4,121-79.6% | $5,056-83.4% | $4,300-80.5% |
| Admin fee / account holder | $12,811 | $8,048+59.2% | $9,460+35.4% | $6,925+85.0% |