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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 | $57,742 | $138,393-58.3% | $184,256-68.7% | $80,959-28.7% |
| Participation rate | 40.6% | 83.9%-43.3pp | 86.8%-46.2pp | 67.7%-27.0pp |
| Annual return | 9.73% | 20.01%-10.3pp | 28.85%-19.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $763 | $7,076-89.2% | $9,133-91.6% | $4,300-82.2% |
| Admin fee / account holder | $5,904 | $10,489-43.7% | $13,899-57.5% | $6,925-14.7% |