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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 | $53,055 | $73,978-28.3% | $96,515-45.0% | $75,173-29.4% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 10.45% | 26.72%-16.3pp | 35.73%-25.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $774 | $3,660-78.9% | $4,880-84.1% | $4,126-81.2% |
| Admin fee / account holder | $3,356 | $5,219-35.7% | $6,735-50.2% | $5,651-40.6% |