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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 | $48,964 | $81,358-39.8% | $155,556-68.5% | $80,959-39.5% |
| Participation rate | 10.3% | 66.3%-56.0pp | 78.2%-68.0pp | 67.7%-57.4pp |
| Annual return | 7.10% | 33.39%-26.3pp | 64.84%-57.7pp | 35.67%-28.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $306 | $3,455-91.1% | $5,631-94.6% | $4,300-92.9% |
| Admin fee / account holder | $9,043 | $7,994+13.1% | $15,885-43.1% | $6,925+30.6% |