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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 | $42,893 | $76,551-44.0% | $123,894-65.4% | $62,881-31.8% |
| Participation rate | 34.6% | 73.0%-38.4pp | 81.4%-46.8pp | 69.3%-34.7pp |
| Annual return | 5.09% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,452 | $4,840-70.0% | $5,984-75.7% | $3,203-54.7% |
| Admin fee / account holder | $18,233 | $4,826+277.8% | $8,357+118.2% | $4,296+324.5% |