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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 | $66,923 | $97,289-31.2% | $92,805-27.9% | $155,188-56.9% |
| Participation rate | 37.5% | 84.2%-46.7pp | 83.5%-46.0pp | 80.8%-43.3pp |
| Annual return | 8.37% | 29.03%-20.7pp | 31.59%-23.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $69 | $8,795-99.2% | $8,448-99.2% | $6,531-98.9% |
| Admin fee / account holder | $16,459 | $12,015+37.0% | $10,911+50.8% | $14,480+13.7% |