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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 | $57,232 | $91,559-37.5% | $133,978-57.3% | $79,856-28.3% |
| Participation rate | 17.2% | 73.3%-56.1pp | 79.8%-62.6pp | 69.6%-52.4pp |
| Annual return | 6.91% | 61.85%-54.9pp | 45.10%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $216 | $3,734-94.2% | $5,047-95.7% | $3,741-94.2% |
| Admin fee / account holder | $1,692 | $6,321-73.2% | $8,930-81.1% | $5,306-68.1% |