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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 | $67,739 | $81,457-16.8% | $103,378-34.5% | $80,911-16.3% |
| Participation rate | 17.6% | 66.8%-49.2pp | 74.5%-56.9pp | 67.6%-50.0pp |
| Annual return | 8.79% | 25.58%-16.8pp | 24.91%-16.1pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $399 | $3,871-89.7% | $5,058-92.1% | $4,297-90.7% |
| Admin fee / account holder | $2,622 | $6,717-61.0% | $8,401-68.8% | $6,935-62.2% |