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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 | $62,923 | $109,620-42.6% | $148,496-57.6% | $94,015-33.1% |
| Participation rate | 55.2% | 71.3%-16.1pp | 76.0%-20.9pp | 70.8%-15.6pp |
| Annual return | 9.38% | 17.54%-8.2pp | 12.33%-2.9pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,311 | $3,831-65.8% | $4,808-72.7% | $4,249-69.1% |
| Admin fee / account holder | $5,257 | $10,050-47.7% | $19,547-73.1% | $8,951-41.3% |