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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 | $46,101 | $108,825-57.6% | $156,181-70.5% | $82,448-44.1% |
| Participation rate | 8.6% | 72.4%-63.7pp | 78.8%-70.2pp | 68.1%-59.4pp |
| Annual return | 12.34% | 20.59%-8.3pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $551 | $4,577-88.0% | $6,132-91.0% | $4,139-86.7% |
| Admin fee / account holder | $8,486 | $9,341-9.1% | $14,586-41.8% | $7,234+17.3% |