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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 | $79,318 | $136,860-42.0% | $120,344-34.1% | $154,746-48.7% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 2.65% | 21.38%-18.7pp | 20.30%-17.7pp | 172.34%-169.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,404 | $5,793-75.8% | $5,135-72.7% | $6,730-79.1% |
| Admin fee / account holder | $9,457 | $15,393-38.6% | $12,742-25.8% | $14,365-34.2% |