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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 | $59,913 | $100,970-40.7% | $96,576-38.0% | $137,256-56.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 9.53% | 38.16%-28.6pp | 38.47%-28.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $667 | $8,286-92.0% | $7,956-91.6% | $6,407-89.6% |
| Admin fee / account holder | $12,818 | $11,312+13.3% | $11,381+12.6% | $12,270+4.5% |