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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 | $60,723 | $86,919-30.1% | $102,457-40.7% | $80,911-25.0% |
| Participation rate | 17.4% | 72.4%-55.0pp | 76.5%-59.1pp | 67.6%-50.3pp |
| Annual return | 9.85% | 18.90%-9.1pp | 29.41%-19.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,014 | $4,119-75.4% | $5,054-79.9% | $4,297-76.4% |
| Admin fee / account holder | $801 | $8,049-90.0% | $9,451-91.5% | $6,935-88.4% |