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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 | $58,799 | $91,424-35.7% | $135,942-56.7% | $71,495-17.8% |
| Participation rate | 31.0% | 75.7%-44.7pp | 81.9%-51.0pp | 67.9%-37.0pp |
| Annual return | 15.45% | 29.90%-14.5pp | 68.28%-52.8pp | 28.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,403 | $7,092-80.2% | $7,759-81.9% | $4,291-67.3% |
| Admin fee / account holder | $2,740 | $1,266+116.4% | $10,764-74.5% | $1,588+72.6% |