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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 | $46,707 | $101,950-54.2% | $125,529-62.8% | $86,983-46.3% |
| Participation rate | 54.8% | 70.2%-15.4pp | 74.7%-20.0pp | 69.5%-14.8pp |
| Annual return | 7.99% | 18.29%-10.3pp | 202.56%-194.6pp | 25.83%-17.8pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,494 | $3,862-61.3% | $4,813-69.0% | $4,194-64.4% |
| Admin fee / account holder | $3,614 | $12,791-71.7% | $16,298-77.8% | $7,856-54.0% |