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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 | $49,990 | $106,749-53.2% | $145,433-65.6% | $82,448-39.4% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 11.27% | 27.59%-16.3pp | 66.58%-55.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,441 | $6,519-62.6% | $7,897-69.1% | $4,139-41.0% |
| Admin fee / account holder | $37,281 | $8,390+344.4% | $13,129+184.0% | $7,234+415.3% |