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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 | $50,891 | $77,358-34.2% | $102,184-50.2% | $87,485-41.8% |
| Participation rate | 36.7% | 78.7%-42.0pp | 82.6%-45.9pp | 68.9%-32.3pp |
| Annual return | 8.37% | 41.11%-32.7pp | 31.58%-23.2pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,017 | $6,753-84.9% | $8,309-87.8% | $4,274-76.2% |
| Admin fee / account holder | $6,687 | $6,809-1.8% | $11,609-42.4% | $7,775-14.0% |