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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 | $53,244 | $94,436-43.6% | $115,599-53.9% | $82,637-35.6% |
| Participation rate | 40.9% | 70.4%-29.5pp | 74.3%-33.4pp | 68.1%-27.1pp |
| Annual return | 11.21% | 18.37%-7.2pp | 111.10%-99.9pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,038 | $3,955-73.8% | $4,889-78.8% | $4,126-74.9% |
| Admin fee / account holder | $58,161 | $10,328+463.1% | $12,841+352.9% | $7,339+692.5% |