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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 | $94,436-50.5% | $115,599-59.6% | $82,637-43.5% |
| Participation rate | 54.8% | 70.4%-15.7pp | 74.3%-19.5pp | 68.1%-13.3pp |
| Annual return | 7.99% | 18.37%-10.4pp | 111.10%-103.1pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,494 | $3,955-62.2% | $4,889-69.4% | $4,126-63.8% |
| Admin fee / account holder | $3,614 | $10,328-65.0% | $12,841-71.9% | $7,339-50.8% |