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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 | $58,088 | $67,602-14.1% | $82,312-29.4% | $70,126-17.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 8.46% | 21.57%-13.1pp | 25.88%-17.4pp | 73.15%-64.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,105 | $2,987-63.0% | $3,706-70.2% | $3,332-66.8% |
| Admin fee / account holder | $10,060 | $4,512+123.0% | $5,608+79.4% | $4,645+116.6% |