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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 | $65,570 | $70,418-6.9% | $96,570-32.1% | $85,847-23.6% |
| Participation rate | 39.1% | 61.8%-22.7pp | 69.8%-30.7pp | 69.3%-30.2pp |
| Annual return | 7.58% | 18.59%-11.0pp | 37.79%-30.2pp | 318.61%-311.0pp |
| Employer contribution / active EE | $597 | $1,413-57.8% | $2,357-74.7% | $2,565-76.7% |
| Participant deferral / active EE | $1,138 | $2,894-60.7% | $3,849-70.4% | $3,952-71.2% |
| Admin fee / account holder | $3,639 | $4,995-27.1% | $6,182-41.1% | $6,261-41.9% |