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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 | $42,256 | $83,061-49.1% | $126,068-66.5% | $94,015-55.1% |
| Participation rate | 50.0% | 81.2%-31.2pp | 84.7%-34.7pp | 70.8%-20.8pp |
| Annual return | 4.96% | 20.41%-15.5pp | 15.01%-10.1pp | 17.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,483 | $7,042-78.9% | $8,214-81.9% | $4,249-65.1% |
| Admin fee / account holder | $14,174 | $7,208+96.6% | $18,264-22.4% | $8,951+58.4% |