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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 | $75,313 | $106,749-29.4% | $145,433-48.2% | $82,448-8.7% |
| Participation rate | 27.4% | 75.6%-48.2pp | 82.1%-54.7pp | 68.1%-40.6pp |
| Annual return | 12.78% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,987 | $6,519-69.5% | $7,897-74.8% | $4,139-52.0% |
| Admin fee / account holder | $8,286 | $8,390-1.2% | $13,129-36.9% | $7,234+14.5% |