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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 | $50,143 | $87,037-42.4% | $106,201-52.8% | $80,874-38.0% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.6%-29.2pp |
| Annual return | 9.37% | 17.05%-7.7pp | 116.26%-106.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,377 | $3,986-65.5% | $5,012-72.5% | $4,297-68.0% |
| Admin fee / account holder | $3,261 | $8,434-61.3% | $11,039-70.5% | $6,935-53.0% |