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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 | $143,969-63.5% | $199,883-73.7% | $82,637-36.3% |
| Participation rate | 32.2% | 84.1%-52.0pp | 86.8%-54.6pp | 68.1%-35.9pp |
| Annual return | 13.04% | 25.67%-12.6pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,190 | $6,937-82.8% | $9,138-87.0% | $4,126-71.1% |
| Admin fee / account holder | $5,602 | $14,597-61.6% | $17,268-67.6% | $7,339-23.7% |