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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 | $56,718 | $126,661-55.2% | $113,397-50.0% | $138,895-59.2% |
| Participation rate | 38.1% | 79.4%-41.3pp | 76.5%-38.4pp | 79.9%-41.8pp |
| Annual return | 6.69% | 25.05%-18.4pp | 23.20%-16.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $200 | $5,693-96.5% | $5,076-96.1% | $6,396-96.9% |
| Admin fee / account holder | $108,412 | $14,549+645.1% | $11,957+806.7% | $12,562+763.0% |