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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 | $46,474 | $89,370-48.0% | $141,197-67.1% | $72,976-36.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 5.26% | 111.88%-106.6pp | 71.41%-66.1pp | 81.02%-75.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,593 | $5,419-70.6% | $6,710-76.3% | $3,608-55.8% |
| Admin fee / account holder | $3,626 | $5,957-39.1% | $10,265-64.7% | $5,124-29.2% |