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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 | $71,808 | $89,259-19.6% | $107,187-33.0% | $82,637-13.1% |
| Participation rate | 20.8% | 67.9%-47.1pp | 75.0%-54.2pp | 68.1%-47.2pp |
| Annual return | 11.28% | 21.02%-9.7pp | 204.55%-193.3pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,613 | $4,037-60.0% | $5,096-68.3% | $4,126-60.9% |
| Admin fee / account holder | $4,351 | $7,381-41.1% | $9,162-52.5% | $7,339-40.7% |