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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 | $59,047 | $89,532-34.0% | $103,447-42.9% | $80,925-27.0% |
| Participation rate | 18.8% | 76.0%-57.3pp | 80.5%-61.8pp | 67.7%-48.9pp |
| Annual return | 8.31% | 22.80%-14.5pp | 23.92%-15.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $562 | $5,459-89.7% | $6,624-91.5% | $4,299-86.9% |
| Admin fee / account holder | $1,977 | $6,774-70.8% | $9,415-79.0% | $6,940-71.5% |