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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 | $85,404 | $149,446-42.9% | $256,809-66.7% | $94,015-9.2% |
| Participation rate | 44.4% | 85.3%-40.8pp | 88.5%-44.1pp | 70.8%-26.4pp |
| Annual return | 11.74% | 17.55%-5.8pp | 32.73%-21.0pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,475 | $6,491-61.9% | $9,520-74.0% | $4,249-41.8% |
| Admin fee / account holder | $8,928 | $24,035-62.9% | $25,146-64.5% | $8,951-0.3% |