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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 | $51,356 | $82,523-37.8% | $115,752-55.6% | $70,124-26.8% |
| Participation rate | 44.3% | 74.0%-29.7pp | 77.8%-33.5pp | 69.5%-25.3pp |
| Annual return | 11.16% | 28.22%-17.1pp | 19.41%-8.3pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,112 | $4,062-72.6% | $5,204-78.6% | $3,332-66.6% |
| Admin fee / account holder | $16,998 | $4,552+273.5% | $6,278+170.8% | $4,645+265.9% |