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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 | $54,191 | $94,436-42.6% | $115,599-53.1% | $82,637-34.4% |
| Participation rate | 35.7% | 70.4%-34.7pp | 74.3%-38.6pp | 68.1%-32.3pp |
| Annual return | 11.23% | 18.37%-7.1pp | 111.10%-99.9pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $391 | $3,955-90.1% | $4,889-92.0% | $4,126-90.5% |
| Admin fee / account holder | $3,057 | $10,328-70.4% | $12,841-76.2% | $7,339-58.3% |