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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 | $63,499 | $87,132-27.1% | $105,624-39.9% | $80,959-21.6% |
| Participation rate | 23.7% | 70.4%-46.7pp | 75.3%-51.6pp | 67.7%-44.0pp |
| Annual return | 7.80% | 17.03%-9.2pp | 116.20%-108.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,075 | $3,985-73.0% | $5,013-78.6% | $4,300-75.0% |
| Admin fee / account holder | $1,969 | $8,449-76.7% | $10,961-82.0% | $6,925-71.6% |