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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 | $89,515-34.0% | $103,065-42.7% | $80,959-27.1% |
| Participation rate | 18.8% | 76.0%-57.3pp | 80.6%-61.8pp | 67.7%-48.9pp |
| Annual return | 8.31% | 22.82%-14.5pp | 23.95%-15.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $562 | $5,463-89.7% | $6,625-91.5% | $4,300-86.9% |
| Admin fee / account holder | $1,977 | $6,527-69.7% | $9,349-78.9% | $6,925-71.5% |