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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 | $50,742 | $81,476-37.7% | $102,383-50.4% | $80,925-37.3% |
| Participation rate | 29.6% | 66.8%-37.2pp | 74.5%-44.9pp | 67.7%-38.0pp |
| Annual return | 7.02% | 25.59%-18.6pp | 24.94%-17.9pp | 35.65%-28.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $987 | $3,871-74.5% | $5,060-80.5% | $4,299-77.0% |
| Admin fee / account holder | $19,934 | $6,717+196.8% | $8,391+137.6% | $6,940+187.2% |