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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 | $77,358-45.0% | $102,184-58.4% | $87,485-51.4% |
| Participation rate | 22.6% | 78.7%-56.0pp | 82.6%-60.0pp | 68.9%-46.3pp |
| Annual return | 9.97% | 41.11%-31.1pp | 31.58%-21.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $600 | $6,753-91.1% | $8,309-92.8% | $4,274-85.9% |
| Admin fee / account holder | $12,280 | $6,809+80.4% | $11,609+5.8% | $7,775+58.0% |