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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 | $44,784 | $75,058-40.3% | $152,301-70.6% | $64,340-30.4% |
| Participation rate | 27.4% | 60.9%-33.6pp | 82.4%-55.1pp | 55.2%-27.9pp |
| Annual return | 10.68% | 29.93%-19.3pp | 80.50%-69.8pp | 24.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $354 | $5,041-93.0% | $8,004-95.6% | $2,980-88.1% |
| Admin fee / account holder | $1,101 | $4,050-72.8% | $14,398-92.4% | $3,703-70.3% |