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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 | $50,165 | $70,486-28.8% | $100,535-50.1% | $79,856-37.2% |
| Participation rate | 49.3% | 73.6%-24.4pp | 79.4%-30.2pp | 69.6%-20.4pp |
| Annual return | 10.59% | 21.90%-11.3pp | 30.90%-20.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $897 | $5,182-82.7% | $6,271-85.7% | $3,741-76.0% |
| Admin fee / account holder | $2,320 | $4,480-48.2% | $8,085-71.3% | $5,306-56.3% |