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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 | $70,482 | $95,453-26.2% | $112,040-37.1% | $82,448-14.5% |
| Participation rate | 22.0% | 72.8%-50.8pp | 76.5%-54.5pp | 68.1%-46.1pp |
| Annual return | 9.11% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,167 | $4,224-72.4% | $5,098-77.1% | $4,139-71.8% |
| Admin fee / account holder | $497 | $9,013-94.5% | $12,098-95.9% | $7,234-93.1% |