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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 | $52,868 | $117,895-55.2% | $102,460-48.4% | $145,897-63.8% |
| Participation rate | 26.1% | 78.6%-52.5pp | 76.5%-50.4pp | 80.3%-54.2pp |
| Annual return | 6.94% | 31.92%-25.0pp | 29.47%-22.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $673 | $5,736-88.3% | $5,056-86.7% | $6,689-89.9% |
| Admin fee / account holder | $10,994 | $13,353-17.7% | $9,460+16.2% | $13,390-17.9% |