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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 | $57,700 | $86,940-33.6% | $102,434-43.7% | $80,935-28.7% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.9pp | 67.7%-42.0pp |
| Annual return | 9.25% | 18.89%-9.6pp | 29.46%-20.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $881 | $2,370-62.8% | $3,023-70.9% | $2,757-68.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,076 | $8,047-86.6% | $9,462-88.6% | $6,924-84.5% |