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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 | $55,500 | $77,896-28.8% | $134,172-58.6% | $82,448-32.7% |
| Participation rate | 14.3% | 62.8%-48.5pp | 72.5%-58.2pp | 68.1%-53.8pp |
| Annual return | 10.40% | 18.21%-7.8pp | 25.30%-14.9pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $563 | $3,162-82.2% | $4,690-88.0% | $4,139-86.4% |
| Admin fee / account holder | $1,430 | $6,336-77.4% | $12,016-88.1% | $7,234-80.2% |