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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 | $72,187 | $77,460-6.8% | $100,378-28.1% | $80,925-10.8% |
| Participation rate | 45.8% | 76.9%-31.1pp | 81.5%-35.7pp | 67.7%-21.8pp |
| Annual return | 9.28% | 37.24%-28.0pp | 49.41%-40.1pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,495 | $6,818-78.1% | $8,087-81.5% | $4,299-65.2% |
| Admin fee / account holder | $17,306 | $5,887+194.0% | $7,899+119.1% | $6,940+149.4% |