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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 | $57,786 | $81,476-29.1% | $102,383-43.6% | $80,925-28.6% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 10.17% | 25.59%-15.4pp | 24.94%-14.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,080 | $3,871-72.1% | $5,060-78.6% | $4,299-74.9% |
| Admin fee / account holder | $5,990 | $6,717-10.8% | $8,391-28.6% | $6,940-13.7% |