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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 | $65,084 | $83,485-22.0% | $125,195-48.0% | $72,976-10.8% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.5%-18.4pp |
| Annual return | 15.60% | 25.77%-10.2pp | 43.79%-28.2pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,486 | $3,586-58.6% | $4,937-69.9% | $3,608-58.8% |
| Admin fee / account holder | $2,404 | $5,518-56.4% | $9,704-75.2% | $5,124-53.1% |