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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 | $68,820 | $106,280-35.2% | $96,538-28.7% | $139,487-50.7% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 10.03% | 38.48%-28.5pp | 35.74%-25.7pp | 373.84%-363.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $986 | $5,457-81.9% | $4,880-79.8% | $6,713-85.3% |
| Admin fee / account holder | $645 | $7,888-91.8% | $6,737-90.4% | $11,407-94.3% |