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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 | $66,628 | $99,994-33.4% | $146,647-54.6% | $85,851-22.4% |
| Participation rate | 47.8% | 73.1%-25.3pp | 80.1%-32.3pp | 69.3%-21.6pp |
| Annual return | 10.13% | 18.93%-8.8pp | 22.75%-12.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $566 | $4,006-85.9% | $5,506-89.7% | $3,952-85.7% |
| Admin fee / account holder | $4,669 | $7,703-39.4% | $10,281-54.6% | $6,261-25.4% |