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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 | $106,524-28.0% | $152,301-49.6% | $87,485-12.3% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.4%-29.1pp | 68.9%-15.6pp |
| Annual return | 13.15% | 26.89%-13.7pp | 80.50%-67.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,417 | $6,525-63.0% | $8,004-69.8% | $4,274-43.4% |
| Admin fee / account holder | $11,579 | $8,287+39.7% | $14,398-19.6% | $7,775+48.9% |