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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 | $55,882 | $124,336-55.1% | $111,303-49.8% | $167,518-66.6% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 8.50% | 37.45%-28.9pp | 54.66%-46.2pp | 478.71%-470.2pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,554 | $5,181-70.0% | $4,487-65.4% | $6,342-75.5% |
| Admin fee / account holder | $765 | $10,623-92.8% | $7,966-90.4% | $12,312-93.8% |