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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 | $78,197-34.9% | $98,090-48.1% | $82,637-38.4% |
| Participation rate | 36.7% | 77.5%-40.8pp | 81.5%-44.9pp | 68.1%-31.4pp |
| Annual return | 8.37% | 40.25%-31.9pp | 37.05%-28.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,017 | $6,636-84.7% | $7,845-87.0% | $4,126-75.3% |
| Admin fee / account holder | $6,687 | $14,832-54.9% | $11,815-43.4% | $7,339-8.9% |