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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 | $70,974 | $138,393-48.7% | $184,256-61.5% | $80,959-12.3% |
| Participation rate | 60.7% | 83.9%-23.2pp | 86.8%-26.1pp | 67.7%-7.0pp |
| Annual return | 9.81% | 20.01%-10.2pp | 28.85%-19.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,873 | $7,076-59.4% | $9,133-68.5% | $4,300-33.2% |
| Admin fee / account holder | $7,865 | $10,489-25.0% | $13,899-43.4% | $6,925+13.6% |