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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 | $62,879 | $95,453-34.1% | $112,040-43.9% | $82,448-23.7% |
| Participation rate | 34.2% | 72.8%-38.5pp | 76.5%-42.3pp | 68.1%-33.9pp |
| Annual return | 7.27% | 23.92%-16.6pp | 24.52%-17.2pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $936 | $4,224-77.8% | $5,098-81.6% | $4,139-77.4% |
| Admin fee / account holder | $53,371 | $9,013+492.1% | $12,098+341.2% | $7,234+637.7% |