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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 | $60,946 | $65,364-6.8% | $92,909-34.4% | $72,975-16.5% |
| Participation rate | 34.0% | 68.3%-34.3pp | 76.0%-42.0pp | 69.5%-35.4pp |
| Annual return | 15.24% | 42.11%-26.9pp | 109.44%-94.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,111 | $3,128-64.5% | $4,238-73.8% | $3,608-69.2% |
| Admin fee / account holder | $2,391 | $4,251-43.8% | $5,795-58.7% | $5,124-53.3% |