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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 | $51,747 | $89,367-42.1% | $141,191-63.3% | $72,975-29.1% |
| Participation rate | 32.1% | 75.1%-43.0pp | 82.5%-50.3pp | 69.5%-37.3pp |
| Annual return | 15.62% | 111.87%-96.2pp | 71.41%-55.8pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,541 | $5,419-71.6% | $6,710-77.0% | $3,608-57.3% |
| Admin fee / account holder | $3,182 | $5,957-46.6% | $10,264-69.0% | $5,124-37.9% |