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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 | $59,651 | $81,358-26.7% | $155,556-61.7% | $80,959-26.3% |
| Participation rate | 22.0% | 66.3%-44.3pp | 78.2%-56.3pp | 67.7%-45.7pp |
| Annual return | 8.62% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $505 | $3,455-85.4% | $5,631-91.0% | $4,300-88.3% |
| Admin fee / account holder | $28,598 | $7,994+257.8% | $15,885+80.0% | $6,925+313.0% |