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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 | $124,425-13.5% | $112,040-3.9% | $137,256-21.6% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 6.85% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,005 | $5,718-82.4% | $5,098-80.3% | $6,407-84.3% |
| Admin fee / account holder | $2,564 | $15,207-83.1% | $12,098-78.8% | $12,270-79.1% |