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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 | $64,205 | $78,672-18.4% | $109,163-41.2% | $85,856-25.2% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 7.41% | 25.09%-17.7pp | 25.75%-18.3pp | 318.58%-311.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,247 | $3,467-64.0% | $4,654-73.2% | $3,952-68.4% |
| Admin fee / account holder | $367 | $5,470-93.3% | $6,754-94.6% | $6,261-94.1% |