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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 | $81,504-16.9% | $102,437-33.9% | $80,959-16.3% |
| Participation rate | 17.6% | 66.9%-49.2pp | 74.5%-56.9pp | 67.7%-50.0pp |
| Annual return | 8.79% | 25.60%-16.8pp | 24.95%-16.2pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $399 | $3,871-89.7% | $5,060-92.1% | $4,300-90.7% |
| Admin fee / account holder | $2,622 | $6,719-61.0% | $8,388-68.7% | $6,925-62.1% |