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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 | $52,358 | $87,037-39.8% | $106,201-50.7% | $80,874-35.3% |
| Participation rate | 40.5% | 70.4%-30.0pp | 75.3%-34.8pp | 67.6%-27.2pp |
| Annual return | 9.98% | 17.05%-7.1pp | 116.26%-106.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,155 | $3,986-71.0% | $5,012-77.0% | $4,297-73.1% |
| Admin fee / account holder | $43,336 | $8,434+413.8% | $11,039+292.6% | $6,935+524.9% |