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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 | $54,807 | $59,220-7.5% | $96,570-43.2% | $79,391-31.0% |
| Participation rate | 8.6% | 61.9%-53.3pp | 69.8%-61.3pp | 70.7%-62.1pp |
| Annual return | 11.19% | 27.08%-15.9pp | 37.79%-26.6pp | 116.88%-105.7pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $290 | $2,948-90.2% | $3,849-92.5% | $4,046-92.8% |
| Admin fee / account holder | $781 | $659+18.6% | $6,182-87.4% | $627+24.7% |