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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 | $50,689 | $132,820-61.8% | $203,445-75.1% | $132,820-61.8% |
| Participation rate | 59.3% | 74.3%-15.0pp | 76.8%-17.6pp | 74.3%-15.0pp |
| Annual return | 7.30% | 14.82%-7.5pp | -5.67%+13.0pp | 14.82%-7.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $4,770-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $1,618 | $3,980-59.3% | $3,908-58.6% | $3,980-59.3% |
| Admin fee / account holder | $4,089 | $11,722-65.1% | $14,231-71.3% | $11,722-65.1% |