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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 | $55,164 | $114,712-51.9% | $173,730-68.2% | $87,485-36.9% |
| Participation rate | 20.0% | 73.0%-53.0pp | 79.6%-59.6pp | 68.9%-48.9pp |
| Annual return | 8.99% | 20.18%-11.2pp | 19.96%-11.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,069 | $4,642-77.0% | $6,326-83.1% | $4,274-75.0% |
| Admin fee / account holder | $33,283 | $10,210+226.0% | $17,523+89.9% | $7,775+328.1% |