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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 | $55,124 | $81,358-32.2% | $155,556-64.6% | $80,959-31.9% |
| Participation rate | 8.3% | 66.3%-57.9pp | 78.2%-69.9pp | 67.7%-59.3pp |
| Annual return | 7.70% | 33.39%-25.7pp | 64.84%-57.1pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $811 | $3,455-76.5% | $5,631-85.6% | $4,300-81.1% |
| Admin fee / account holder | $12,760 | $7,994+59.6% | $15,885-19.7% | $6,925+84.2% |