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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 | $146,267-52.2% | $197,124-64.5% | $82,448-15.1% |
| Participation rate | 25.8% | 84.0%-58.3pp | 86.7%-61.0pp | 68.1%-42.3pp |
| Annual return | 12.43% | 29.61%-17.2pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,801 | $7,035-60.2% | $9,135-69.3% | $4,139-32.3% |
| Admin fee / account holder | $4,109 | $14,422-71.5% | $16,298-74.8% | $7,234-43.2% |