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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 | $81,139 | $107,666-24.6% | $102,184-20.6% | $154,746-47.6% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 9.12% | 29.33%-20.2pp | 31.58%-22.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,643 | $8,719-69.7% | $8,309-68.2% | $6,730-60.7% |
| Admin fee / account holder | $58,323 | $12,943+350.6% | $11,609+402.4% | $14,365+306.0% |