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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 | $84,683 | $117,904-28.2% | $102,457-17.3% | $145,978-42.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 4.16% | 31.80%-27.6pp | 29.41%-25.2pp | 550.52%-546.4pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,099 | $5,733-80.8% | $5,054-78.3% | $6,690-83.6% |
| Admin fee / account holder | $4,449 | $13,329-66.6% | $9,451-52.9% | $13,400-66.8% |