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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 | $47,925 | $81,358-41.1% | $155,556-69.2% | $80,959-40.8% |
| Participation rate | 2.9% | 66.3%-63.3pp | 78.2%-75.3pp | 67.7%-64.7pp |
| Annual return | 10.08% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $846 | $3,455-75.5% | $5,631-85.0% | $4,300-80.3% |
| Admin fee / account holder | $13,586 | $7,994+70.0% | $15,885-14.5% | $6,925+96.2% |