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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 | $63,950 | $83,485-23.4% | $125,192-48.9% | $72,975-12.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 4.89% | 25.77%-20.9pp | 43.79%-38.9pp | 81.01%-76.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,545 | $3,586-56.9% | $4,937-68.7% | $3,608-57.2% |
| Admin fee / account holder | $460 | $5,518-91.7% | $9,704-95.3% | $5,124-91.0% |