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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 | $83,661 | $106,267-21.3% | $96,520-13.3% | $139,456-40.0% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 10.05% | 38.45%-28.4pp | 35.72%-25.7pp | 373.45%-363.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,069 | $5,454-80.4% | $4,879-78.1% | $6,711-84.1% |
| Admin fee / account holder | $773 | $7,882-90.2% | $6,733-88.5% | $11,407-93.2% |