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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 | $70,042 | $100,970-30.6% | $96,576-27.5% | $137,256-49.0% |
| Participation rate | 53.8% | 82.6%-28.8pp | 81.4%-27.6pp | 80.0%-26.1pp |
| Annual return | 11.85% | 38.16%-26.3pp | 38.47%-26.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,030 | $8,286-87.6% | $7,956-87.1% | $6,407-83.9% |
| Admin fee / account holder | $6,698 | $11,312-40.8% | $11,381-41.1% | $12,270-45.4% |