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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 | $39,775 | $124,425-68.0% | $112,040-64.5% | $137,256-71.0% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 7.21% | 24.72%-17.5pp | 24.52%-17.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $870 | $5,718-84.8% | $5,098-82.9% | $6,407-86.4% |
| Admin fee / account holder | $1,769 | $15,207-88.4% | $12,098-85.4% | $12,270-85.6% |