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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 | $49,670 | $72,486-31.5% | $87,103-43.0% | $72,976-31.9% |
| Participation rate | 11.9% | 72.8%-60.9pp | 76.9%-65.0pp | 69.5%-57.6pp |
| Annual return | 15.94% | 24.46%-8.5pp | 28.19%-12.3pp | 81.02%-65.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $729 | $3,270-77.7% | $4,049-82.0% | $3,608-79.8% |
| Admin fee / account holder | $1,980 | $5,055-60.8% | $7,491-73.6% | $5,124-61.4% |