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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 | $50,891 | $83,061-38.7% | $126,068-59.6% | $94,015-45.9% |
| Participation rate | 36.7% | 81.2%-44.5pp | 84.7%-48.0pp | 70.8%-34.2pp |
| Annual return | 8.37% | 20.41%-12.0pp | 15.01%-6.6pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,017 | $7,042-85.6% | $8,214-87.6% | $4,249-76.1% |
| Admin fee / account holder | $6,687 | $7,208-7.2% | $18,264-63.4% | $8,951-25.3% |