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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 | $67,436 | $79,955-15.7% | $98,450-31.5% | $75,181-10.3% |
| Participation rate | 22.0% | 70.4%-48.4pp | 75.2%-53.2pp | 67.2%-45.2pp |
| Annual return | 10.00% | 19.75%-9.8pp | 21.16%-11.2pp | 160.69%-150.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $372 | $3,752-90.1% | $4,739-92.2% | $4,126-91.0% |
| Admin fee / account holder | $3,630 | $6,841-46.9% | $8,961-59.5% | $5,650-35.7% |