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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 | $59,060 | $97,550-39.5% | $120,344-50.9% | $87,485-32.5% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.7%-24.7pp | 68.9%-16.9pp |
| Annual return | 11.57% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,903 | $4,230-55.0% | $5,135-62.9% | $4,274-55.5% |
| Admin fee / account holder | $34,332 | $9,543+259.8% | $12,742+169.4% | $7,775+341.6% |