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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 | $64,522 | $124,425-48.1% | $112,040-42.4% | $137,256-53.0% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 9.57% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $193 | $5,718-96.6% | $5,098-96.2% | $6,407-97.0% |
| Admin fee / account holder | $4,537 | $15,207-70.2% | $12,098-62.5% | $12,270-63.0% |