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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 | $71,223 | $86,298-17.5% | $111,308-36.0% | $85,847-17.0% |
| Participation rate | 20.7% | 73.3%-52.6pp | 77.3%-56.6pp | 69.3%-48.6pp |
| Annual return | 7.19% | 19.99%-12.8pp | 54.67%-47.5pp | 318.61%-311.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $756 | $3,641-79.2% | $4,487-83.2% | $3,952-80.9% |
| Admin fee / account holder | $3,996 | $8,189-51.2% | $7,965-49.8% | $6,261-36.2% |