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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 | $53,358 | $71,230-25.1% | $93,727-43.1% | $80,959-34.1% |
| Participation rate | 28.2% | 60.4%-32.2pp | 68.7%-40.5pp | 67.7%-39.5pp |
| Annual return | 6.08% | 11.26%-5.2pp | 133.83%-127.8pp | 35.67%-29.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,183 | $4,037-70.7% | $4,417-73.2% | $4,300-72.5% |
| Admin fee / account holder | $3,899 | $6,961-44.0% | $8,292-53.0% | $6,925-43.7% |