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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 | $49,609 | $72,027-31.1% | $185,861-73.3% | $79,856-37.9% |
| Participation rate | 11.4% | 65.8%-54.3pp | 78.0%-66.6pp | 69.6%-58.2pp |
| Annual return | 11.39% | 23.13%-11.7pp | 35.96%-24.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $716 | $3,780-81.1% | $5,634-87.3% | $3,741-80.9% |
| Admin fee / account holder | $7,019 | $4,513+55.5% | $9,503-26.1% | $5,306+32.3% |