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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 | $108,825-49.3% | $156,181-64.7% | $82,448-33.1% |
| Participation rate | 20.0% | 72.4%-52.4pp | 78.8%-58.8pp | 68.1%-48.1pp |
| Annual return | 8.99% | 20.59%-11.6pp | 64.87%-55.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,069 | $4,577-76.7% | $6,132-82.6% | $4,139-74.2% |
| Admin fee / account holder | $33,283 | $9,341+256.3% | $14,586+128.2% | $7,234+360.1% |