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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 | $48,946 | $95,453-48.7% | $112,040-56.3% | $82,448-40.6% |
| Participation rate | 54.9% | 72.8%-17.9pp | 76.5%-21.6pp | 68.1%-13.2pp |
| Annual return | 10.33% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,120 | $4,224-73.5% | $5,098-78.0% | $4,139-72.9% |
| Admin fee / account holder | $2,682 | $9,013-70.2% | $12,098-77.8% | $7,234-62.9% |