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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 | $47,181 | $76,834-38.6% | $108,359-56.5% | $87,485-46.1% |
| Participation rate | 14.9% | 61.7%-46.8pp | 70.1%-55.2pp | 68.9%-54.0pp |
| Annual return | 11.99% | 19.09%-7.1pp | 36.89%-24.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,082 | $3,100-65.1% | $4,137-73.8% | $4,274-74.7% |
| Admin fee / account holder | $4,574 | $6,537-30.0% | $9,741-53.0% | $7,775-41.2% |