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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 | $84,984 | $112,729-24.6% | $98,716-13.9% | $137,256-38.1% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.3%-45.5pp | 80.0%-56.2pp |
| Annual return | 5.71% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $843 | $4,640-81.8% | $4,048-79.2% | $6,407-86.8% |
| Admin fee / account holder | $35,157 | $10,129+247.1% | $8,703+304.0% | $12,270+186.5% |