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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 | $52,766 | $89,532-41.1% | $103,447-49.0% | $80,925-34.8% |
| Participation rate | 41.9% | 76.0%-34.1pp | 80.5%-38.6pp | 67.7%-25.7pp |
| Annual return | 6.11% | 22.80%-16.7pp | 23.92%-17.8pp | 35.65%-29.5pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,044 | $5,459-80.9% | $6,624-84.2% | $4,299-75.7% |
| Admin fee / account holder | $33,454 | $6,774+393.9% | $9,415+255.3% | $6,940+382.0% |