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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 | $52,208 | $106,749-51.1% | $145,433-64.1% | $82,448-36.7% |
| Participation rate | 23.3% | 75.6%-52.4pp | 82.1%-58.9pp | 68.1%-44.8pp |
| Annual return | 7.47% | 27.59%-20.1pp | 66.58%-59.1pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,126 | $6,519-67.4% | $7,897-73.1% | $4,139-48.6% |
| Admin fee / account holder | $3,706 | $8,390-55.8% | $13,129-71.8% | $7,234-48.8% |