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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 | $46,132 | $91,559-49.6% | $133,978-65.6% | $79,856-42.2% |
| Participation rate | 12.0% | 73.3%-61.3pp | 79.8%-67.8pp | 69.6%-57.6pp |
| Annual return | 6.86% | 61.85%-55.0pp | 45.10%-38.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,137 | $3,734-69.6% | $5,047-77.5% | $3,741-69.6% |
| Admin fee / account holder | $2,227 | $6,321-64.8% | $8,930-75.1% | $5,306-58.0% |