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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 | $102,609-34.8% | $98,090-31.8% | $138,895-51.8% |
| Participation rate | 37.5% | 82.8%-45.3pp | 81.5%-44.0pp | 79.9%-42.4pp |
| Annual return | 8.37% | 36.44%-28.1pp | 37.05%-28.7pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $69 | $8,167-99.2% | $7,845-99.1% | $6,396-98.9% |
| Admin fee / account holder | $16,459 | $11,434+43.9% | $11,815+39.3% | $12,562+31.0% |