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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 | $28,780 | $95,959-70.0% | $97,411-70.5% | $138,895-79.3% |
| Participation rate | 33.3% | 81.8%-48.5pp | 80.4%-47.0pp | 79.9%-46.6pp |
| Annual return | 11.89% | 29.30%-17.4pp | 34.72%-22.8pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,189 | $5,876-79.8% | $5,886-79.8% | $6,396-81.4% |
| Admin fee / account holder | $2,071 | $7,555-72.6% | $7,145-71.0% | $12,562-83.5% |