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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 | $74,368 | $106,864-30.4% | $147,318-49.5% | $82,637-10.0% |
| Participation rate | 17.2% | 75.5%-58.3pp | 82.1%-64.8pp | 68.1%-50.8pp |
| Annual return | 11.71% | 27.49%-15.8pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,842 | $6,496-71.6% | $7,906-76.7% | $4,126-55.4% |
| Admin fee / account holder | $397 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |