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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 | $69,839 | $88,707-21.3% | $74,184-5.9% | $273,972-74.5% |
| Participation rate | 23.5% | 79.4%-55.9pp | 76.6%-53.1pp | 83.0%-59.5pp |
| Annual return | 0.85% | 11.94%-11.1pp | 17.74%-16.9pp | 41.46%-40.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $598 | $4,212-85.8% | $3,550-83.2% | $5,287-88.7% |
| Admin fee / account holder | $3,658 | $8,717-58.0% | $5,586-34.5% | $10,133-63.9% |