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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 | $59,039 | $83,369-29.2% | $105,223-43.9% | $67,986-13.2% |
| Participation rate | 17.0% | 56.3%-39.3pp | 75.0%-58.1pp | 57.2%-40.2pp |
| Annual return | 11.33% | 24.64%-13.3pp | 180.65%-169.3pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $575 | $3,295-82.5% | $5,072-88.7% | $3,358-82.9% |
| Admin fee / account holder | $9,149 | $4,073+124.6% | $8,859+3.3% | $3,203+185.6% |