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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 | $45,020 | $94,031-52.1% | $115,768-61.1% | $82,448-45.4% |
| Participation rate | 29.5% | 70.4%-40.9pp | 74.4%-44.9pp | 68.1%-38.6pp |
| Annual return | 11.51% | 20.61%-9.1pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $649 | $3,972-83.7% | $4,917-86.8% | $4,139-84.3% |
| Admin fee / account holder | $32,737 | $10,249+219.4% | $12,439+163.2% | $7,234+352.5% |