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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 | $75,762 | $78,013-2.9% | $178,449-57.5% | $80,911-6.4% |
| Participation rate | 18.8% | 65.7%-46.9pp | 77.1%-58.3pp | 67.6%-48.9pp |
| Annual return | 8.83% | 18.07%-9.2pp | 27.09%-18.3pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $808 | $4,408-81.7% | $6,277-87.1% | $4,297-81.2% |
| Admin fee / account holder | $33,570 | $7,166+368.5% | $10,362+224.0% | $6,935+384.1% |