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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 | $42,540 | $71,353-40.4% | $92,805-54.2% | $86,983-51.1% |
| Participation rate | 22.6% | 80.9%-58.2pp | 83.5%-60.9pp | 69.5%-46.9pp |
| Annual return | 9.97% | 44.68%-34.7pp | 31.59%-21.6pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $600 | $6,966-91.4% | $8,448-92.9% | $4,194-85.7% |
| Admin fee / account holder | $12,280 | $6,099+101.3% | $10,911+12.6% | $7,856+56.3% |