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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 | $62,289 | $89,054-30.1% | $102,457-39.2% | $77,692-19.8% |
| Participation rate | 4.1% | 80.9%-76.9pp | 76.5%-72.4pp | 70.6%-66.5pp |
| Annual return | 9.08% | 25.02%-15.9pp | 29.41%-20.3pp | 31.25%-22.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,022-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $113 | $5,146-97.8% | $5,054-97.8% | $4,648-97.6% |
| Admin fee / account holder | $831 | $236+252.6% | $9,451-91.2% | $431+93.0% |