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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 | $48,610 | $71,230-31.8% | $93,727-48.1% | $80,959-40.0% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.7%-55.2pp |
| Annual return | 7.26% | 11.26%-4.0pp | 133.83%-126.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $635 | $4,037-84.3% | $4,417-85.6% | $4,300-85.2% |
| Admin fee / account holder | $9,139 | $6,961+31.3% | $8,292+10.2% | $6,925+32.0% |