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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 | $52,617 | $146,267-64.0% | $197,124-73.3% | $82,448-36.2% |
| Participation rate | 32.2% | 84.0%-51.8pp | 86.7%-54.5pp | 68.1%-35.9pp |
| Annual return | 13.04% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,190 | $7,035-83.1% | $9,135-87.0% | $4,139-71.2% |
| Admin fee / account holder | $5,602 | $14,422-61.2% | $16,298-65.6% | $7,234-22.6% |