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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 | $44,886 | $83,485-46.2% | $125,195-64.1% | $72,976-38.5% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.8pp | 69.5%-16.5pp |
| Annual return | 16.24% | 25.77%-9.5pp | 43.79%-27.6pp | 81.02%-64.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,168 | $3,586-67.4% | $4,937-76.4% | $3,608-67.6% |
| Admin fee / account holder | $1,572 | $5,518-71.5% | $9,704-83.8% | $5,124-69.3% |