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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 | $41,001 | $46,464-11.8% | $150,298-72.7% | $79,634-48.5% |
| Participation rate | 5.9% | 57.0%-51.1pp | 77.8%-71.9pp | 62.5%-56.6pp |
| Annual return | 11.20% | 27.89%-16.7pp | 62.79%-51.6pp | 36.46%-25.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $258 | $2,157-88.1% | $5,453-95.3% | $3,835-93.3% |
| Admin fee / account holder | $4,980 | $891+459.1% | $14,116-64.7% | $1,002+397.0% |