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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 | $77,523-30.8% | $100,383-46.6% | $80,874-33.7% |
| Participation rate | 48.0% | 77.0%-29.0pp | 81.5%-33.5pp | 67.6%-19.6pp |
| Annual return | 8.70% | 37.21%-28.5pp | 49.26%-40.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,415 | $6,822-79.3% | $8,086-82.5% | $4,297-67.1% |
| Admin fee / account holder | $2,300 | $5,899-61.0% | $7,900-70.9% | $6,935-66.8% |