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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 | $61,306 | $80,983-24.3% | $96,544-36.5% | $75,177-18.5% |
| Participation rate | 16.9% | 71.8%-54.9pp | 76.0%-59.1pp | 67.2%-50.3pp |
| Annual return | 9.76% | 27.05%-17.3pp | 25.88%-16.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $815 | $3,929-79.3% | $4,851-83.2% | $4,126-80.2% |
| Admin fee / account holder | $615 | $6,717-90.8% | $8,254-92.5% | $5,651-89.1% |