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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 | $52,325 | $69,383-24.6% | $101,264-48.3% | $73,493-28.8% |
| Participation rate | 37.7% | 68.4%-30.6pp | 75.8%-38.1pp | 70.7%-32.9pp |
| Annual return | 4.96% | 18.46%-13.5pp | 46.48%-41.5pp | 28.51%-23.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $954 | $3,301-71.1% | $4,370-78.2% | $3,740-74.5% |
| Admin fee / account holder | $3,094 | $704+339.6% | $5,947-48.0% | $513+503.0% |