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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 | $77,805 | $106,864-27.2% | $147,318-47.2% | $82,637-5.8% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 5.66% | 27.49%-21.8pp | 70.43%-64.8pp | 53.51%-47.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,120 | $6,496-82.8% | $7,906-85.8% | $4,126-72.9% |
| Admin fee / account holder | $9,413 | $8,415+11.9% | $13,708-31.3% | $7,339+28.3% |