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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 | $51,009 | $72,492-29.6% | $87,102-41.4% | $72,983-30.1% |
| Participation rate | 2.4% | 72.8%-70.4pp | 76.9%-74.4pp | 69.5%-67.0pp |
| Annual return | 5.53% | 24.46%-18.9pp | 28.19%-22.7pp | 81.01%-75.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $227 | $3,270-93.0% | $4,048-94.4% | $3,608-93.7% |
| Admin fee / account holder | $11,701 | $5,055+131.5% | $7,491+56.2% | $5,124+128.3% |