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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 | $58,371 | $81,504-28.4% | $102,437-43.0% | $80,959-27.9% |
| Participation rate | 21.2% | 66.9%-45.6pp | 74.5%-53.3pp | 67.7%-46.5pp |
| Annual return | 7.80% | 25.60%-17.8pp | 24.95%-17.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $649 | $3,871-83.2% | $5,060-87.2% | $4,300-84.9% |
| Admin fee / account holder | $65,616 | $6,719+876.5% | $8,388+682.3% | $6,925+847.5% |