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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 | $50,006 | $76,551-34.7% | $123,894-59.6% | $62,881-20.5% |
| Participation rate | 45.3% | 73.0%-27.7pp | 81.4%-36.1pp | 69.3%-24.0pp |
| Annual return | 5.67% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,222 | $4,840-74.7% | $5,984-79.6% | $3,203-61.8% |
| Admin fee / account holder | $3,447 | $4,826-28.6% | $8,357-58.7% | $4,296-19.7% |