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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 | $64,998 | $80,985-19.7% | $96,576-32.7% | $75,181-13.5% |
| Participation rate | 20.0% | 71.8%-51.8pp | 76.0%-56.0pp | 67.2%-47.2pp |
| Annual return | 10.02% | 27.05%-17.0pp | 25.87%-15.9pp | 160.69%-150.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $658 | $3,929-83.2% | $4,851-86.4% | $4,126-84.0% |
| Admin fee / account holder | $30,238 | $6,719+350.1% | $8,253+266.4% | $5,650+435.2% |