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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 | $54,463 | $73,988-26.4% | $96,538-43.6% | $75,177-27.6% |
| Participation rate | 15.0% | 66.4%-51.4pp | 74.3%-59.3pp | 67.2%-52.2pp |
| Annual return | 3.25% | 26.73%-23.5pp | 35.74%-32.5pp | 160.75%-157.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $599 | $3,660-83.6% | $4,880-87.7% | $4,126-85.5% |
| Admin fee / account holder | $2,557 | $5,220-51.0% | $6,737-62.0% | $5,651-54.8% |