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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 | $44,924 | $138,386-67.5% | $184,260-75.6% | $80,935-44.5% |
| Participation rate | 44.1% | 83.9%-39.8pp | 86.8%-42.7pp | 67.7%-23.5pp |
| Annual return | 11.10% | 20.02%-8.9pp | 28.84%-17.7pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,700 | $7,076-61.8% | $9,133-70.4% | $4,299-37.2% |
| Admin fee / account holder | $9,124 | $10,489-13.0% | $13,898-34.3% | $6,924+31.8% |