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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 | $42,824 | $93,055-54.0% | $153,643-72.1% | $80,935-47.1% |
| Participation rate | 11.8% | 69.0%-57.2pp | 77.1%-65.3pp | 67.7%-55.9pp |
| Annual return | 6.12% | 19.97%-13.9pp | 15.71%-9.6pp | 35.66%-29.5pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,039-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,053 | $5,172-79.6% | $6,754-84.4% | $4,299-75.5% |
| Admin fee / account holder | $1,704 | $8,881-80.8% | $12,739-86.6% | $6,924-75.4% |