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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 | $80,793 | $117,895-31.5% | $102,460-21.1% | $145,897-44.6% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 6.46% | 31.92%-25.5pp | 29.47%-23.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $582 | $5,736-89.8% | $5,056-88.5% | $6,689-91.3% |
| Admin fee / account holder | $2,591 | $13,353-80.6% | $9,460-72.6% | $13,390-80.7% |