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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 | $57,868 | $76,834-24.7% | $108,359-46.6% | $87,485-33.9% |
| Participation rate | 37.0% | 61.7%-24.7pp | 70.1%-33.1pp | 68.9%-31.9pp |
| Annual return | 8.31% | 19.09%-10.8pp | 36.89%-28.6pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,163 | $3,100-62.5% | $4,137-71.9% | $4,274-72.8% |
| Admin fee / account holder | $13,997 | $6,537+114.1% | $9,741+43.7% | $7,775+80.0% |