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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 | $53,539 | $72,492-26.1% | $87,104-38.5% | $72,975-26.6% |
| Participation rate | 34.0% | 72.8%-38.8pp | 76.9%-42.8pp | 69.5%-35.4pp |
| Annual return | 7.77% | 24.46%-16.7pp | 28.19%-20.4pp | 81.01%-73.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,201 | $3,270-63.3% | $4,048-70.3% | $3,608-66.7% |
| Admin fee / account holder | $10,984 | $5,055+117.3% | $7,491+46.6% | $5,124+114.4% |