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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 | $72,562 | $77,962-6.9% | $178,540-59.4% | $80,935-10.3% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.7%-11.7pp |
| Annual return | 8.14% | 18.10%-10.0pp | 27.15%-19.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $751 | $4,404-82.9% | $6,281-88.0% | $4,299-82.5% |
| Admin fee / account holder | $1,721 | $7,156-75.9% | $10,424-83.5% | $6,924-75.1% |