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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 | $48,354 | $79,955-39.5% | $98,461-50.9% | $75,173-35.7% |
| Participation rate | 23.3% | 70.4%-47.1pp | 75.2%-51.9pp | 67.2%-43.9pp |
| Annual return | 8.79% | 19.75%-11.0pp | 21.17%-12.4pp | 160.72%-151.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,338 | $3,752-64.3% | $4,738-71.8% | $4,126-67.6% |
| Admin fee / account holder | $31,060 | $6,841+354.0% | $8,961+246.6% | $5,651+449.7% |