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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 | $69,967 | $145,431-51.9% | $211,142-66.9% | $87,485-20.0% |
| Participation rate | 25.8% | 84.7%-59.0pp | 87.3%-61.5pp | 68.9%-43.2pp |
| Annual return | 12.43% | 27.21%-14.8pp | 46.84%-34.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,801 | $6,859-59.2% | $9,284-69.8% | $4,274-34.5% |
| Admin fee / account holder | $4,109 | $17,052-75.9% | $19,076-78.5% | $7,775-47.1% |