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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 | $54,207 | $95,453-43.2% | $112,040-51.6% | $82,448-34.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 10.85% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,171 | $4,224-72.3% | $5,098-77.0% | $4,139-71.7% |
| Admin fee / account holder | $16,607 | $9,013+84.2% | $12,098+37.3% | $7,234+129.6% |