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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 | $41,561 | $87,834-52.7% | $133,975-69.0% | $62,881-33.9% |
| Participation rate | 25.0% | 83.4%-58.4pp | 87.1%-62.1pp | 69.3%-44.3pp |
| Annual return | 4.55% | 12.05%-7.5pp | 29.29%-24.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,658 | $4,812-65.5% | $6,282-73.6% | $3,203-48.2% |
| Admin fee / account holder | $14,281 | $5,372+165.8% | $9,324+53.2% | $4,296+232.5% |