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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 | $81,476-28.4% | $102,383-43.0% | $80,925-27.9% |
| Participation rate | 21.2% | 66.8%-45.6pp | 74.5%-53.3pp | 67.7%-46.4pp |
| Annual return | 7.80% | 25.59%-17.8pp | 24.94%-17.1pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $649 | $3,871-83.2% | $5,060-87.2% | $4,299-84.9% |
| Admin fee / account holder | $65,616 | $6,717+876.8% | $8,391+681.9% | $6,940+845.5% |