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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 | $72,550 | $94,031-22.8% | $115,768-37.3% | $82,448-12.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 11.90% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,066 | $3,972-73.2% | $4,917-78.3% | $4,139-74.2% |
| Admin fee / account holder | $20,176 | $10,249+96.8% | $12,439+62.2% | $7,234+178.9% |