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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 | $69,108 | $114,119-39.4% | $107,187-35.5% | $138,895-50.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 8.23% | 273.21%-265.0pp | 204.55%-196.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $715 | $5,538-87.1% | $5,096-86.0% | $6,396-88.8% |
| Admin fee / account holder | $6,303 | $10,024-37.1% | $9,162-31.2% | $12,562-49.8% |