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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 | $58,263 | $93,598-37.8% | $135,974-57.2% | $75,173-22.5% |
| Participation rate | 25.5% | 75.2%-49.7pp | 81.9%-56.4pp | 67.2%-41.7pp |
| Annual return | 14.29% | 30.89%-16.6pp | 68.30%-54.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,551 | $6,405-75.8% | $7,760-80.0% | $4,126-62.4% |
| Admin fee / account holder | $1,310 | $6,978-81.2% | $10,767-87.8% | $5,651-76.8% |