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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 | $53,529 | $103,966-48.5% | $112,899-52.6% | $75,181-28.8% |
| Participation rate | 21.1% | 75.7%-54.6pp | 80.5%-59.5pp | 67.2%-46.1pp |
| Annual return | 12.48% | 24.54%-12.1pp | 34.11%-21.6pp | 160.69%-148.2pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,566-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $739 | $5,456-86.5% | $6,516-88.7% | $4,126-82.1% |
| Admin fee / account holder | $5,495 | $7,663-28.3% | $7,047-22.0% | $5,650-2.7% |