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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 | $45,907 | $87,132-47.3% | $105,624-56.5% | $80,959-43.3% |
| Participation rate | 23.4% | 70.4%-47.0pp | 75.3%-51.8pp | 67.7%-44.2pp |
| Annual return | 9.70% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,291 | $3,985-67.6% | $5,013-74.3% | $4,300-70.0% |
| Admin fee / account holder | $492 | $8,449-94.2% | $10,961-95.5% | $6,925-92.9% |