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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 | $48,267 | $91,760-47.4% | $156,181-69.1% | $67,986-29.0% |
| Participation rate | 15.4% | 65.0%-49.6pp | 78.8%-63.4pp | 57.2%-41.8pp |
| Annual return | 5.01% | 18.14%-13.1pp | 64.87%-59.9pp | 31.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $462 | $3,960-88.3% | $6,132-92.5% | $3,358-86.2% |
| Admin fee / account holder | $2,148 | $3,949-45.6% | $14,586-85.3% | $3,203-33.0% |