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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 | $106,524-53.1% | $152,301-67.2% | $87,485-42.9% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 11.27% | 26.89%-15.6pp | 80.50%-69.2pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,441 | $6,525-62.6% | $8,004-69.5% | $4,274-42.9% |
| Admin fee / account holder | $37,281 | $8,287+349.9% | $14,398+158.9% | $7,775+379.5% |