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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 | $50,173 | $86,919-42.3% | $102,457-51.0% | $80,911-38.0% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.6%-26.3pp |
| Annual return | 7.80% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,519 | $4,119-63.1% | $5,054-69.9% | $4,297-64.6% |
| Admin fee / account holder | $16,437 | $8,049+104.2% | $9,451+73.9% | $6,935+137.0% |