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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 | $78,335 | $112,729-30.5% | $98,716-20.6% | $137,256-42.9% |
| Participation rate | 30.4% | 74.2%-43.8pp | 69.3%-38.9pp | 80.0%-49.5pp |
| Annual return | 8.91% | 38.48%-29.6pp | 31.81%-22.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $905 | $4,640-80.5% | $4,048-77.6% | $6,407-85.9% |
| Admin fee / account holder | $17,251 | $10,129+70.3% | $8,703+98.2% | $12,270+40.6% |