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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 | $49,608 | $69,977-29.1% | $108,582-54.3% | $62,881-21.1% |
| Participation rate | 22.9% | 72.9%-50.0pp | 79.6%-56.7pp | 69.3%-46.4pp |
| Annual return | 2.54% | 10.73%-8.2pp | -51.70%+54.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $349 | $3,165-89.0% | $4,311-91.9% | $3,203-89.1% |
| Admin fee / account holder | $4,170 | $5,076-17.9% | $7,645-45.5% | $4,296-2.9% |