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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 | $60,565 | $71,230-15.0% | $93,727-35.4% | $80,959-25.2% |
| Participation rate | 38.1% | 60.4%-22.3pp | 68.7%-30.6pp | 67.7%-29.6pp |
| Annual return | 7.11% | 11.26%-4.2pp | 133.83%-126.7pp | 35.67%-28.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,227 | $4,037-69.6% | $4,417-72.2% | $4,300-71.5% |
| Admin fee / account holder | $996 | $6,961-85.7% | $8,292-88.0% | $6,925-85.6% |