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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 | $61,462 | $78,423-21.6% | $95,964-36.0% | $79,856-23.0% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 8.86% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,525 | $3,440-55.7% | $4,167-63.4% | $3,741-59.2% |
| Admin fee / account holder | $1,153 | $5,622-79.5% | $6,797-83.0% | $5,306-78.3% |