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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 | $106,588-21.7% | $94,215-11.4% | $155,188-46.2% |
| Participation rate | 46.7% | 74.3%-27.6pp | 70.0%-23.3pp | 80.8%-34.1pp |
| Annual return | 0.73% | 29.39%-28.7pp | 28.22%-27.5pp | 148.84%-148.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $803 | $4,802-83.3% | $4,276-81.2% | $6,531-87.7% |
| Admin fee / account holder | $10,938 | $12,281-10.9% | $10,216+7.1% | $14,480-24.5% |