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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 | $66,569 | $91,559-27.3% | $133,971-50.3% | $79,852-16.6% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 9.82% | 61.85%-52.0pp | 45.09%-35.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,249 | $3,734-66.5% | $5,047-75.3% | $3,740-66.6% |
| Admin fee / account holder | $1,559 | $6,321-75.3% | $8,929-82.5% | $5,306-70.6% |