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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 | $83,353 | $126,661-34.2% | $113,397-26.5% | $138,895-40.0% |
| Participation rate | 52.2% | 79.4%-27.3pp | 76.5%-24.3pp | 79.9%-27.7pp |
| Annual return | 8.64% | 25.05%-16.4pp | 23.20%-14.6pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,640 | $5,693-71.2% | $5,076-67.7% | $6,396-74.4% |
| Admin fee / account holder | $53,301 | $14,549+266.3% | $11,957+345.8% | $12,562+324.3% |