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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 | $72,608 | $87,106-16.6% | $105,607-31.2% | $80,935-10.3% |
| Participation rate | 12.2% | 70.4%-58.2pp | 75.3%-63.1pp | 67.7%-55.5pp |
| Annual return | 9.02% | 17.01%-8.0pp | 116.11%-107.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $72 | $3,986-98.2% | $5,011-98.6% | $4,299-98.3% |
| Admin fee / account holder | $2,685 | $8,447-68.2% | $10,958-75.5% | $6,924-61.2% |