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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 | $73,782 | $95,453-22.7% | $112,040-34.1% | $82,448-10.5% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.5%-46.9pp | 68.1%-38.5pp |
| Annual return | 12.01% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,882 | $4,224-55.4% | $5,098-63.1% | $4,139-54.5% |
| Admin fee / account holder | $4,984 | $9,013-44.7% | $12,098-58.8% | $7,234-31.1% |