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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 | $61,113 | $81,504-25.0% | $102,437-40.3% | $80,959-24.5% |
| Participation rate | 25.9% | 66.9%-40.9pp | 74.5%-48.6pp | 67.7%-41.7pp |
| Annual return | 4.17% | 25.60%-21.4pp | 24.95%-20.8pp | 35.67%-31.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $897 | $3,871-76.8% | $5,060-82.3% | $4,300-79.1% |
| Admin fee / account holder | $48,342 | $6,719+619.4% | $8,388+476.3% | $6,925+598.0% |