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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 | $53,586 | $72,273-25.9% | $101,275-47.1% | $79,856-32.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 9.50% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $4,452 | $2,691+65.4% | $3,660+21.6% | $2,471+80.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19,988 | $4,401+354.1% | $5,948+236.0% | $5,306+276.7% |