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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 | $62,923 | $94,031-33.1% | $115,768-45.6% | $82,448-23.7% |
| Participation rate | 55.2% | 70.4%-15.2pp | 74.4%-19.2pp | 68.1%-12.9pp |
| Annual return | 9.38% | 20.61%-11.2pp | 100.46%-91.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,311 | $3,972-67.0% | $4,917-73.3% | $4,139-68.3% |
| Admin fee / account holder | $5,257 | $10,249-48.7% | $12,439-57.7% | $7,234-27.3% |