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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 | $53,643 | $77,472-30.8% | $100,415-46.6% | $80,959-33.7% |
| Participation rate | 48.0% | 76.9%-28.9pp | 81.5%-33.5pp | 67.7%-19.7pp |
| Annual return | 8.70% | 37.26%-28.6pp | 49.47%-40.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,415 | $6,818-79.2% | $8,091-82.5% | $4,300-67.1% |
| Admin fee / account holder | $2,300 | $5,885-60.9% | $7,906-70.9% | $6,925-66.8% |