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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 | $69,740 | $112,729-38.1% | $98,716-29.4% | $137,256-49.2% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.3%-30.2pp | 80.0%-40.8pp |
| Annual return | 6.74% | 38.48%-31.7pp | 31.81%-25.1pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $737 | $4,640-84.1% | $4,048-81.8% | $6,407-88.5% |
| Admin fee / account holder | $991 | $10,129-90.2% | $8,703-88.6% | $12,270-91.9% |