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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 | $48,156 | $107,421-55.2% | $182,262-73.6% | $94,015-48.8% |
| Participation rate | 34.0% | 77.8%-43.7pp | 84.2%-50.2pp | 70.8%-36.8pp |
| Annual return | 12.85% | 21.32%-8.5pp | 140.60%-127.8pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $657 | $6,558-90.0% | $8,276-92.1% | $4,249-84.6% |
| Admin fee / account holder | $11,841 | $8,692+36.2% | $16,712-29.1% | $8,951+32.3% |