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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 | $61,223 | $106,524-42.5% | $152,301-59.8% | $87,485-30.0% |
| Participation rate | 61.2% | 75.8%-14.5pp | 82.4%-21.2pp | 68.9%-7.7pp |
| Annual return | 8.83% | 26.89%-18.1pp | 80.50%-71.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,289 | $6,525-64.9% | $8,004-71.4% | $4,274-46.4% |
| Admin fee / account holder | $49,723 | $8,287+500.0% | $14,398+245.4% | $7,775+539.5% |