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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 | $33,947 | $109,782-69.1% | $260,467-87.0% | $94,015-63.9% |
| Participation rate | 27.1% | 67.2%-40.1pp | 80.5%-53.4pp | 70.8%-43.7pp |
| Annual return | 11.00% | 18.60%-7.6pp | 100.60%-89.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,204 | $4,044-70.2% | $6,319-81.0% | $4,249-71.7% |
| Admin fee / account holder | $10,993 | $11,958-8.1% | $15,461-28.9% | $8,951+22.8% |