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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 | $98,547-51.0% | $216,567-77.7% | $69,733-30.8% |
| Participation rate | 15.4% | 68.4%-53.0pp | 81.6%-66.3pp | 62.5%-47.1pp |
| Annual return | 5.01% | 14.25%-9.2pp | 12.94%-7.9pp | 15.22%-10.2pp |
| Employer contribution / active EE | $0 | $2,660-100.0% | $5,216-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $462 | $3,496-86.8% | $6,191-92.5% | $3,054-84.9% |
| Admin fee / account holder | $2,148 | $4,094-47.5% | $21,981-90.2% | $3,102-30.8% |