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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 | $58,837 | $75,963-22.5% | $97,995-40.0% | $70,126-16.1% |
| Participation rate | 35.0% | 77.0%-42.0pp | 82.4%-47.4pp | 69.5%-34.5pp |
| Annual return | 12.00% | 19.26%-7.3pp | 23.94%-11.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $520 | $4,053-87.2% | $5,097-89.8% | $3,332-84.4% |
| Admin fee / account holder | $938 | $5,407-82.6% | $5,943-84.2% | $4,645-79.8% |