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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 | $100,279-29.2% | $81,353-12.8% | $145,884-51.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 6.94% | 34.49%-27.5pp | 24.82%-17.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $325 | $4,611-93.0% | $3,885-91.6% | $6,690-95.1% |
| Admin fee / account holder | $12,497 | $8,206+52.3% | $5,766+116.7% | $13,392-6.7% |