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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 | $80,981 | $95,453-15.2% | $112,040-27.7% | $82,448-1.8% |
| Participation rate | 22.6% | 72.8%-50.2pp | 76.5%-53.9pp | 68.1%-45.5pp |
| Annual return | 11.89% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $28 | $4,224-99.3% | $5,098-99.5% | $4,139-99.3% |
| Admin fee / account holder | $1,104 | $9,013-87.8% | $12,098-90.9% | $7,234-84.7% |