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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 | $50,128 | $54,757-8.5% | $90,304-44.5% | $72,975-31.3% |
| Participation rate | 29.1% | 65.2%-36.0pp | 73.3%-44.2pp | 69.5%-40.4pp |
| Annual return | 6.27% | 30.63%-24.4pp | 78.13%-71.9pp | 81.01%-74.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $521 | $2,887-81.9% | $3,885-86.6% | $3,608-85.6% |
| Admin fee / account holder | $2,932 | $3,973-26.2% | $5,354-45.2% | $5,124-42.8% |