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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 | $101,950-38.3% | $125,529-49.9% | $86,983-27.7% |
| Participation rate | 55.2% | 70.2%-15.0pp | 74.7%-19.6pp | 69.5%-14.4pp |
| Annual return | 9.38% | 18.29%-8.9pp | 202.56%-193.2pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,311 | $3,862-66.1% | $4,813-72.8% | $4,194-68.7% |
| Admin fee / account holder | $5,257 | $12,791-58.9% | $16,298-67.7% | $7,856-33.1% |