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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 | $107,628 | $126,661-15.0% | $113,397-5.1% | $138,895-22.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 6.85% | 25.05%-18.2pp | 23.20%-16.3pp | 145.39%-138.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,005 | $5,693-82.4% | $5,076-80.2% | $6,396-84.3% |
| Admin fee / account holder | $2,564 | $14,549-82.4% | $11,957-78.6% | $12,562-79.6% |