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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 | $53,221 | $65,367-18.6% | $92,915-42.7% | $72,976-27.1% |
| Participation rate | 23.1% | 68.3%-45.2pp | 76.0%-52.9pp | 69.5%-46.4pp |
| Annual return | 15.60% | 42.11%-26.5pp | 109.45%-93.8pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $785 | $3,128-74.9% | $4,238-81.5% | $3,608-78.2% |
| Admin fee / account holder | $6,034 | $4,251+41.9% | $5,796+4.1% | $5,124+17.8% |