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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 | $48,956 | $95,404-48.7% | $113,397-56.8% | $82,637-40.8% |
| Participation rate | 22.9% | 72.8%-50.0pp | 76.5%-53.6pp | 68.1%-45.2pp |
| Annual return | 6.40% | 19.08%-12.7pp | 23.20%-16.8pp | 53.51%-47.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,783 | $4,220-57.8% | $5,076-64.9% | $4,126-56.8% |
| Admin fee / account holder | $27,050 | $9,168+195.0% | $11,957+126.2% | $7,339+268.6% |