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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 | $45,427 | $87,059-47.8% | $105,608-57.0% | $80,925-43.9% |
| Participation rate | 57.9% | 70.4%-12.6pp | 75.3%-17.4pp | 67.7%-9.8pp |
| Annual return | 9.63% | 17.05%-7.4pp | 116.50%-106.9pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,530 | $3,986-61.6% | $5,010-69.5% | $4,299-64.4% |
| Admin fee / account holder | $30,249 | $8,443+258.3% | $11,028+174.3% | $6,940+335.9% |