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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 | $48,433 | $100,970-52.0% | $96,576-49.8% | $137,256-64.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 11.47% | 38.16%-26.7pp | 38.47%-27.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $517 | $8,286-93.8% | $7,956-93.5% | $6,407-91.9% |
| Admin fee / account holder | $48,482 | $11,312+328.6% | $11,381+326.0% | $12,270+295.1% |