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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 | $54,831 | $80,985-32.3% | $96,576-43.2% | $75,181-27.1% |
| Participation rate | 22.8% | 71.8%-49.0pp | 76.0%-53.2pp | 67.2%-44.4pp |
| Annual return | 11.11% | 27.05%-15.9pp | 25.87%-14.8pp | 160.69%-149.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $564 | $3,929-85.6% | $4,851-88.4% | $4,126-86.3% |
| Admin fee / account holder | $10,563 | $6,719+57.2% | $8,253+28.0% | $5,650+87.0% |