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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 | $50,511 | $101,752-50.4% | $164,928-69.4% | $80,911-37.6% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 8.29% | 16.73%-8.4pp | 70.08%-61.8pp | 35.63%-27.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,176 | $4,477-73.7% | $6,034-80.5% | $4,297-72.6% |
| Admin fee / account holder | $1,047 | $8,218-87.3% | $12,684-91.7% | $6,935-84.9% |