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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 | $138,312-42.7% | $122,979-35.5% | $155,188-48.9% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 2.65% | 22.06%-19.4pp | 20.12%-17.5pp | 148.84%-146.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,404 | $5,592-74.9% | $5,003-71.9% | $6,531-78.5% |
| Admin fee / account holder | $9,457 | $15,089-37.3% | $12,864-26.5% | $14,480-34.7% |