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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 | $138,385-58.3% | $184,200-68.7% | $80,874-28.6% |
| Participation rate | 40.6% | 83.9%-43.2pp | 86.8%-46.2pp | 67.6%-27.0pp |
| Annual return | 9.73% | 20.02%-10.3pp | 28.80%-19.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $763 | $7,073-89.2% | $9,132-91.6% | $4,297-82.2% |
| Admin fee / account holder | $5,904 | $10,483-43.7% | $13,907-57.5% | $6,935-14.9% |