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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 | $84,818 | $105,284-19.4% | $150,734-43.7% | $94,015-9.8% |
| Participation rate | 37.9% | 71.7%-33.8pp | 78.4%-40.5pp | 70.8%-32.9pp |
| Annual return | 7.53% | 15.67%-8.1pp | 600.81%-593.3pp | 17.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,842 | $4,274-56.9% | $5,610-67.2% | $4,249-56.6% |
| Admin fee / account holder | $1,180 | $9,839-88.0% | $14,905-92.1% | $8,951-86.8% |