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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 | $70,505 | $86,940-18.9% | $102,434-31.2% | $80,935-12.9% |
| Participation rate | 45.9% | 72.4%-26.5pp | 76.5%-30.6pp | 67.7%-21.7pp |
| Annual return | 4.12% | 18.89%-14.8pp | 29.46%-25.3pp | 35.66%-31.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $886 | $4,121-78.5% | $5,055-82.5% | $4,299-79.4% |
| Admin fee / account holder | $10,712 | $8,047+33.1% | $9,462+13.2% | $6,924+54.7% |