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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 | $45,760 | $89,435-48.8% | $164,975-72.3% | $77,714-41.1% |
| Participation rate | 24.5% | 78.6%-54.1pp | 78.6%-54.1pp | 70.6%-46.1pp |
| Annual return | 9.04% | 28.82%-19.8pp | 70.12%-61.1pp | 31.26%-22.2pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,343-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,225 | $4,901-75.0% | $6,033-79.7% | $4,649-73.7% |
| Admin fee / account holder | $3,154 | $340+828.6% | $12,688-75.1% | $433+628.0% |