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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 | $61,606 | $80,983-23.9% | $96,544-36.2% | $75,177-18.1% |
| Participation rate | 24.0% | 71.8%-47.8pp | 76.0%-52.0pp | 67.2%-43.2pp |
| Annual return | 6.44% | 27.05%-20.6pp | 25.88%-19.4pp | 160.75%-154.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $444 | $3,929-88.7% | $4,851-90.8% | $4,126-89.2% |
| Admin fee / account holder | $16,469 | $6,717+145.2% | $8,254+99.5% | $5,651+191.4% |