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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 | $70,958 | $100,262-29.2% | $81,370-12.8% | $145,897-51.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 6.94% | 34.52%-27.6pp | 24.85%-17.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $325 | $4,612-93.0% | $3,885-91.6% | $6,689-95.1% |
| Admin fee / account holder | $12,497 | $8,163+53.1% | $5,749+117.4% | $13,390-6.7% |