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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 | $71,750 | $73,978-3.0% | $96,515-25.7% | $75,173-4.6% |
| Participation rate | 18.2% | 66.4%-48.2pp | 74.3%-56.2pp | 67.2%-49.0pp |
| Annual return | 8.99% | 26.72%-17.7pp | 35.73%-26.7pp | 160.72%-151.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $563 | $3,660-84.6% | $4,880-88.5% | $4,126-86.4% |
| Admin fee / account holder | $2,729 | $5,219-47.7% | $6,735-59.5% | $5,651-51.7% |