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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 | $62,433 | $138,393-54.9% | $184,256-66.1% | $80,959-22.9% |
| Participation rate | 44.6% | 83.9%-39.3pp | 86.8%-42.2pp | 67.7%-23.1pp |
| Annual return | 8.39% | 20.01%-11.6pp | 28.85%-20.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $860 | $7,076-87.8% | $9,133-90.6% | $4,300-80.0% |
| Admin fee / account holder | $7,837 | $10,489-25.3% | $13,899-43.6% | $6,925+13.2% |