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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 | $42,357 | $81,476-48.0% | $102,383-58.6% | $80,925-47.7% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.13% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,144 | $3,871-70.4% | $5,060-77.4% | $4,299-73.4% |
| Admin fee / account holder | $5,074 | $6,717-24.5% | $8,391-39.5% | $6,940-26.9% |