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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 | $54,245 | $61,605-11.9% | $112,273-51.7% | $75,173-27.8% |
| Participation rate | 56.3% | 61.7%-5.4pp | 72.4%-16.2pp | 67.2%-11.0pp |
| Annual return | 10.11% | 28.47%-18.4pp | 30.23%-20.1pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $831 | $3,108-73.3% | $4,800-82.7% | $4,126-79.9% |
| Admin fee / account holder | $9,704 | $4,862+99.6% | $7,752+25.2% | $5,651+71.7% |