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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 | $62,305 | $78,423-20.6% | $95,964-35.1% | $79,856-22.0% |
| Participation rate | 44.8% | 73.5%-28.7pp | 77.1%-32.3pp | 69.6%-24.8pp |
| Annual return | 7.78% | 19.37%-11.6pp | 91.64%-83.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $849 | $3,440-75.3% | $4,167-79.6% | $3,741-77.3% |
| Admin fee / account holder | $4,439 | $5,622-21.0% | $6,797-34.7% | $5,306-16.3% |