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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 | $52,490 | $69,511-24.5% | $94,664-44.6% | $71,511-26.6% |
| Participation rate | 21.7% | 78.4%-56.7pp | 80.8%-59.1pp | 67.9%-46.2pp |
| Annual return | 16.04% | 29.67%-13.6pp | 156.84%-140.8pp | 28.86%-12.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,155 | $7,348-84.3% | $7,417-84.4% | $4,291-73.1% |
| Admin fee / account holder | $615 | $1,211-49.2% | $7,222-91.5% | $1,588-61.3% |