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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 | $95,453-38.1% | $112,040-47.3% | $82,448-28.4% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 11.57% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,903 | $4,224-54.9% | $5,098-62.7% | $4,139-54.0% |
| Admin fee / account holder | $34,332 | $9,013+280.9% | $12,098+183.8% | $7,234+374.6% |