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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 | $61,424 | $71,197-13.7% | $93,669-34.4% | $80,925-24.1% |
| Participation rate | 6.3% | 60.4%-54.1pp | 68.7%-62.5pp | 67.7%-61.4pp |
| Annual return | 8.07% | 11.27%-3.2pp | 133.59%-125.5pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $148 | $4,036-96.3% | $4,416-96.7% | $4,299-96.6% |
| Admin fee / account holder | $5,377 | $6,959-22.7% | $8,291-35.1% | $6,940-22.5% |