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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 | $81,975 | $98,240-16.6% | $82,312-0.4% | $147,586-44.5% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 5.76% | 30.85%-25.1pp | 25.88%-20.1pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $482 | $4,383-89.0% | $3,706-87.0% | $5,439-91.1% |
| Admin fee / account holder | $770 | $8,563-91.0% | $5,608-86.3% | $10,886-92.9% |