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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 | $83,453 | $107,733-22.5% | $92,985-10.3% | $154,746-46.1% |
| Participation rate | 46.7% | 74.6%-27.9pp | 69.5%-22.8pp | 80.7%-34.0pp |
| Annual return | 0.73% | 30.39%-29.7pp | 27.99%-27.3pp | 172.34%-171.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $803 | $5,053-84.1% | $4,377-81.7% | $6,730-88.1% |
| Admin fee / account holder | $10,938 | $11,369-3.8% | $9,463+15.6% | $14,365-23.9% |