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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 | $46,043 | $79,955-42.4% | $98,461-53.2% | $75,173-38.8% |
| Participation rate | 54.9% | 70.4%-15.5pp | 75.2%-20.3pp | 67.2%-12.3pp |
| Annual return | 12.19% | 19.75%-7.6pp | 21.17%-9.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,034 | $3,752-72.4% | $4,738-78.2% | $4,126-74.9% |
| Admin fee / account holder | $5,449 | $6,841-20.3% | $8,961-39.2% | $5,651-3.6% |