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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 | $71,957 | $53,837+33.7% | $75,714-5.0% | $85,847-16.2% |
| Participation rate | 35.1% | 69.1%-33.9pp | 74.8%-39.7pp | 69.3%-34.2pp |
| Annual return | 10.02% | 24.54%-14.5pp | 104.62%-94.6pp | 318.61%-308.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $70 | $2,895-97.6% | $3,820-98.2% | $3,952-98.2% |
| Admin fee / account holder | $1,563 | $3,339-53.2% | $3,619-56.8% | $6,261-75.0% |