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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 | $76,691 | $106,749-28.2% | $145,433-47.3% | $82,448-7.0% |
| Participation rate | 53.3% | 75.6%-22.3pp | 82.1%-28.8pp | 68.1%-14.7pp |
| Annual return | 13.15% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,417 | $6,519-62.9% | $7,897-69.4% | $4,139-41.6% |
| Admin fee / account holder | $11,579 | $8,390+38.0% | $13,129-11.8% | $7,234+60.1% |