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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 | $56,377 | $73,988-23.8% | $96,538-41.6% | $75,177-25.0% |
| Participation rate | 19.4% | 66.4%-47.1pp | 74.3%-55.0pp | 67.2%-47.8pp |
| Annual return | 12.24% | 26.73%-14.5pp | 35.74%-23.5pp | 160.75%-148.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $440 | $3,660-88.0% | $4,880-91.0% | $4,126-89.3% |
| Admin fee / account holder | $1,767 | $5,220-66.2% | $6,737-73.8% | $5,651-68.7% |