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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 | $136,860-58.6% | $120,344-52.9% | $154,746-63.3% |
| Participation rate | 38.1% | 79.9%-41.8pp | 76.7%-38.6pp | 80.7%-42.6pp |
| Annual return | 6.69% | 21.38%-14.7pp | 20.30%-13.6pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $200 | $5,793-96.5% | $5,135-96.1% | $6,730-97.0% |
| Admin fee / account holder | $108,412 | $15,393+604.3% | $12,742+750.8% | $14,365+654.7% |