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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 | $59,392 | $86,891-31.6% | $142,516-58.3% | $75,177-21.0% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.8%-43.4pp | 67.2%-33.9pp |
| Annual return | 11.11% | 23.31%-12.2pp | 20.03%-8.9pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,849-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,206 | $4,938-75.6% | $6,280-80.8% | $4,126-70.8% |
| Admin fee / account holder | $2,996 | $7,299-59.0% | $10,008-70.1% | $5,651-47.0% |