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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 | $57,300 | $106,247-46.1% | $96,515-40.6% | $139,466-58.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 9.52% | 38.47%-28.9pp | 35.73%-26.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $644 | $5,456-88.2% | $4,880-86.8% | $6,712-90.4% |
| Admin fee / account holder | $2,541 | $7,885-67.8% | $6,735-62.3% | $11,409-77.7% |