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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 | $59,462 | $63,764-6.7% | $81,926-27.4% | $79,858-25.5% |
| Participation rate | 18.6% | 67.5%-48.9pp | 72.0%-53.4pp | 69.6%-51.0pp |
| Annual return | 5.69% | 22.66%-17.0pp | 29.49%-23.8pp | 31.72%-26.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $636 | $2,780-77.1% | $7,108-91.0% | $3,740-83.0% |
| Admin fee / account holder | $13,739 | $4,426+210.4% | $5,159+166.3% | $5,306+158.9% |