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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 | $52,735 | $86,938-39.3% | $102,423-48.5% | $80,925-34.8% |
| Participation rate | 31.4% | 72.4%-41.0pp | 76.5%-45.1pp | 67.7%-36.3pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.42%-21.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,705 | $4,120-58.6% | $5,054-66.3% | $4,299-60.3% |
| Admin fee / account holder | $20,668 | $8,053+156.7% | $9,455+118.6% | $6,940+197.8% |