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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 | $79,894-30.5% | $135,792-59.1% | $82,637-32.8% |
| Participation rate | 14.3% | 63.0%-48.7pp | 72.6%-58.3pp | 68.1%-53.8pp |
| Annual return | 10.40% | 17.20%-6.8pp | 25.96%-15.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $563 | $3,194-82.4% | $4,759-88.2% | $4,126-86.4% |
| Admin fee / account holder | $1,430 | $6,434-77.8% | $12,266-88.3% | $7,339-80.5% |