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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 | $47,225 | $101,798-53.6% | $165,071-71.4% | $80,935-41.7% |
| Participation rate | 31.8% | 71.8%-40.0pp | 78.6%-46.8pp | 67.7%-35.8pp |
| Annual return | 10.46% | 16.73%-6.3pp | 70.17%-59.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,848 | $4,476-58.7% | $6,035-69.4% | $4,299-57.0% |
| Admin fee / account holder | $1,722 | $8,221-79.1% | $12,695-86.4% | $6,924-75.1% |