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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 | $62,291 | $88,672-29.8% | $105,223-40.8% | $82,448-24.4% |
| Participation rate | 36.0% | 67.9%-31.9pp | 75.0%-39.0pp | 68.1%-32.1pp |
| Annual return | 9.98% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,287 | $4,036-68.1% | $5,072-74.6% | $4,139-68.9% |
| Admin fee / account holder | $8,953 | $7,146+25.3% | $8,859+1.1% | $7,234+23.8% |