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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 | $66,600 | $92,798-28.2% | $96,707-31.1% | $137,256-51.5% |
| Participation rate | 28.6% | 81.6%-53.1pp | 80.4%-51.8pp | 80.0%-51.4pp |
| Annual return | 11.29% | 31.24%-20.0pp | 34.78%-23.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $348 | $5,877-94.1% | $5,997-94.2% | $6,407-94.6% |
| Admin fee / account holder | $2,630 | $7,946-66.9% | $7,503-64.9% | $12,270-78.6% |