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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 | $70,713 | $81,504-13.2% | $102,437-31.0% | $80,959-12.7% |
| Participation rate | 5.6% | 66.9%-61.3pp | 74.5%-69.0pp | 67.7%-62.1pp |
| Annual return | 9.22% | 25.60%-16.4pp | 24.95%-15.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $250 | $3,871-93.5% | $5,060-95.1% | $4,300-94.2% |
| Admin fee / account holder | $872 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |