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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 | $64,494 | $110,137-41.4% | $161,149-60.0% | $82,637-22.0% |
| Participation rate | 37.9% | 72.4%-34.4pp | 78.8%-40.9pp | 68.1%-30.1pp |
| Annual return | 12.24% | 20.69%-8.4pp | 21.16%-8.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,765 | $4,575-61.4% | $6,153-71.3% | $4,126-57.2% |
| Admin fee / account holder | $1,707 | $9,467-82.0% | $15,194-88.8% | $7,339-76.7% |