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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 | $49,975 | $89,367-44.1% | $141,191-64.6% | $72,975-31.5% |
| Participation rate | 31.3% | 75.1%-43.9pp | 82.5%-51.2pp | 69.5%-38.2pp |
| Annual return | 10.39% | 111.87%-101.5pp | 71.41%-61.0pp | 81.01%-70.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $556 | $5,419-89.7% | $6,710-91.7% | $3,608-84.6% |
| Admin fee / account holder | $3,245 | $5,957-45.5% | $10,264-68.4% | $5,124-36.7% |