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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 | $89,743 | $111,814-19.7% | $103,374-13.2% | $145,959-38.5% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 8.05% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $589 | $5,618-89.5% | $5,058-88.4% | $6,689-91.2% |
| Admin fee / account holder | $1,560 | $9,754-84.0% | $8,394-81.4% | $13,398-88.4% |