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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 | $90,042 | $124,425-27.6% | $112,040-19.6% | $137,256-34.4% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 9.81% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $990 | $5,718-82.7% | $5,098-80.6% | $6,407-84.6% |
| Admin fee / account holder | $37,818 | $15,207+148.7% | $12,098+212.6% | $12,270+208.2% |