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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 | $55,220 | $86,938-36.5% | $102,423-46.1% | $80,925-31.8% |
| Participation rate | 22.6% | 72.4%-49.8pp | 76.5%-53.9pp | 67.7%-45.1pp |
| Annual return | 10.07% | 18.89%-8.8pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $218 | $4,120-94.7% | $5,054-95.7% | $4,299-94.9% |
| Admin fee / account holder | $4,960 | $8,053-38.4% | $9,455-47.5% | $6,940-28.5% |