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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 | $58,777 | $115,225-49.0% | $100,712-41.6% | $138,895-57.7% |
| Participation rate | 23.8% | 74.3%-50.5pp | 69.3%-45.5pp | 79.9%-56.1pp |
| Annual return | 9.59% | 40.35%-30.8pp | 33.27%-23.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $496 | $4,699-89.4% | $4,085-87.8% | $6,396-92.2% |
| Admin fee / account holder | $1,917 | $10,844-82.3% | $9,256-79.3% | $12,562-84.7% |