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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 | $77,868 | $110,379-29.5% | $102,412-24.0% | $145,884-46.6% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.3pp | 80.3%-34.1pp |
| Annual return | 2.02% | 24.84%-22.8pp | 24.94%-22.9pp | 551.85%-549.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $620 | $5,622-89.0% | $5,060-87.8% | $6,690-90.7% |
| Admin fee / account holder | $7,549 | $9,745-22.5% | $8,388-10.0% | $13,392-43.6% |