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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 | $48,470 | $75,541-35.8% | $152,093-68.1% | $82,637-41.3% |
| Participation rate | 4.0% | 66.5%-62.5pp | 77.8%-73.8pp | 68.1%-64.1pp |
| Annual return | 2.72% | 32.56%-29.8pp | 66.36%-63.6pp | 53.51%-50.8pp |
| Employer contribution / active EE | $1,000 | $2,622-61.9% | $4,175-76.0% | $2,552-60.8% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,008 | $6,405-68.6% | $14,497-86.1% | $7,339-72.6% |