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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 | $65,393 | $80,983-19.3% | $96,544-32.3% | $75,177-13.0% |
| Participation rate | 54.3% | 71.8%-17.4pp | 76.0%-21.6pp | 67.2%-12.9pp |
| Annual return | 2.91% | 27.05%-24.1pp | 25.88%-23.0pp | 160.75%-157.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,179 | $3,929-70.0% | $4,851-75.7% | $4,126-71.4% |
| Admin fee / account holder | $3,850 | $6,717-42.7% | $8,254-53.4% | $5,651-31.9% |