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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 | $80,257 | $101,778-21.1% | $164,975-51.4% | $80,925-0.8% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 9.89% | 16.73%-6.8pp | 70.12%-60.2pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,915 | $4,477-57.2% | $6,033-68.3% | $4,299-55.5% |
| Admin fee / account holder | $46,723 | $8,221+468.3% | $12,688+268.2% | $6,940+573.2% |