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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 | $69,573 | $95,404-27.1% | $113,397-38.6% | $82,637-15.8% |
| Participation rate | 18.9% | 72.8%-53.9pp | 76.5%-57.6pp | 68.1%-49.1pp |
| Annual return | 7.58% | 19.08%-11.5pp | 23.20%-15.6pp | 53.51%-45.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $783 | $4,220-81.4% | $5,076-84.6% | $4,126-81.0% |
| Admin fee / account holder | $35,310 | $9,168+285.1% | $11,957+195.3% | $7,339+381.1% |