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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 | $48,893 | $76,371-36.0% | $93,621-47.8% | $72,975-33.0% |
| Participation rate | 52.8% | 71.8%-19.0pp | 75.8%-23.1pp | 69.5%-16.7pp |
| Annual return | 14.95% | 25.82%-10.9pp | 32.76%-17.8pp | 81.01%-66.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,230 | $3,538-65.3% | $4,070-69.8% | $3,608-65.9% |
| Admin fee / account holder | $1,256 | $6,839-81.6% | $7,890-84.1% | $5,124-75.5% |