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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 | $111,814-30.4% | $103,378-24.7% | $145,978-46.7% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 2.02% | 24.80%-22.8pp | 24.91%-22.9pp | 550.52%-548.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $620 | $5,618-89.0% | $5,058-87.7% | $6,690-90.7% |
| Admin fee / account holder | $7,549 | $9,764-22.7% | $8,401-10.1% | $13,400-43.7% |