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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 | $100,064 | $149,679-33.1% | $117,039-14.5% | $147,585-32.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 1.18% | 19.31%-18.1pp | 18.95%-17.8pp | 578.58%-577.4pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $414 | $4,912-91.6% | $3,929-89.5% | $5,439-92.4% |
| Admin fee / account holder | $2,400 | $7,856-69.5% | $5,974-59.8% | $10,886-78.0% |