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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 | $97,648-35.6% | $121,663-48.3% | $87,485-28.1% |
| Participation rate | 55.2% | 70.5%-15.3pp | 74.5%-19.3pp | 68.9%-13.8pp |
| Annual return | 9.38% | 18.03%-8.6pp | 147.54%-138.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,311 | $3,923-66.6% | $4,887-73.2% | $4,274-69.3% |
| Admin fee / account holder | $5,257 | $11,100-52.6% | $14,289-63.2% | $7,775-32.4% |