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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 | $75,044 | $81,476-7.9% | $102,383-26.7% | $80,925-7.3% |
| Participation rate | 16.7% | 66.8%-50.2pp | 74.5%-57.8pp | 67.7%-51.0pp |
| Annual return | 10.35% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $842 | $3,871-78.3% | $5,060-83.4% | $4,299-80.4% |
| Admin fee / account holder | $7,639 | $6,717+13.7% | $8,391-9.0% | $6,940+10.1% |