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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 | $126,661-37.4% | $113,397-30.1% | $138,895-42.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 2.65% | 25.05%-22.4pp | 23.20%-20.5pp | 145.39%-142.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,404 | $5,693-75.3% | $5,076-72.3% | $6,396-78.0% |
| Admin fee / account holder | $9,457 | $14,549-35.0% | $11,957-20.9% | $12,562-24.7% |