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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 | $107,666-44.4% | $102,184-41.4% | $154,746-61.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 9.53% | 29.33%-19.8pp | 31.58%-22.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $667 | $8,719-92.4% | $8,309-92.0% | $6,730-90.1% |
| Admin fee / account holder | $12,818 | $12,943-1.0% | $11,609+10.4% | $14,365-10.8% |