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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 | $50,146 | $77,523-35.3% | $100,383-50.0% | $80,874-38.0% |
| Participation rate | 34.4% | 77.0%-42.6pp | 81.5%-47.1pp | 67.6%-33.3pp |
| Annual return | 9.06% | 37.21%-28.1pp | 49.26%-40.2pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $941 | $6,822-86.2% | $8,086-88.4% | $4,297-78.1% |
| Admin fee / account holder | $11,686 | $5,899+98.1% | $7,900+47.9% | $6,935+68.5% |