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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 | $77,824 | $124,425-37.5% | $112,040-30.5% | $137,256-43.3% |
| Participation rate | 16.7% | 79.3%-62.6pp | 76.5%-59.8pp | 80.0%-63.3pp |
| Annual return | 8.70% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $176 | $5,718-96.9% | $5,098-96.6% | $6,407-97.3% |
| Admin fee / account holder | $21,781 | $15,207+43.2% | $12,098+80.0% | $12,270+77.5% |