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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 | $49,781 | $87,106-42.9% | $105,607-52.9% | $80,935-38.5% |
| Participation rate | 20.6% | 70.4%-49.9pp | 75.3%-54.7pp | 67.7%-47.1pp |
| Annual return | 9.69% | 17.01%-7.3pp | 116.11%-106.4pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,273 | $3,986-68.1% | $5,011-74.6% | $4,299-70.4% |
| Admin fee / account holder | $16,559 | $8,447+96.0% | $10,958+51.1% | $6,924+139.1% |