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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 | $58,561 | $110,137-46.8% | $161,149-63.7% | $82,637-29.1% |
| Participation rate | 19.4% | 72.4%-52.9pp | 78.8%-59.4pp | 68.1%-48.6pp |
| Annual return | 10.74% | 20.69%-9.9pp | 21.16%-10.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $651 | $4,575-85.8% | $6,153-89.4% | $4,126-84.2% |
| Admin fee / account holder | $7,557 | $9,467-20.2% | $15,194-50.3% | $7,339+3.0% |