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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 | $106,280-21.3% | $96,538-13.3% | $139,487-40.0% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 10.05% | 38.48%-28.4pp | 35.74%-25.7pp | 373.84%-363.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,069 | $5,457-80.4% | $4,880-78.1% | $6,713-84.1% |
| Admin fee / account holder | $773 | $7,888-90.2% | $6,737-88.5% | $11,407-93.2% |