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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 | $80,201 | $95,453-16.0% | $112,040-28.4% | $82,448-2.7% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.5%-30.6pp | 68.1%-22.2pp |
| Annual return | 11.78% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,653 | $4,224-60.9% | $5,098-67.6% | $4,139-60.1% |
| Admin fee / account holder | $9,126 | $9,013+1.2% | $12,098-24.6% | $7,234+26.1% |