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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 | $54,423 | $89,364-39.1% | $141,177-61.5% | $72,983-25.4% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 18.21% | 111.86%-93.7pp | 71.40%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,299 | $5,419-57.6% | $6,710-65.7% | $3,608-36.3% |
| Admin fee / account holder | $10,822 | $5,959+81.6% | $10,263+5.4% | $5,124+111.2% |