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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 | $69,721 | $81,476-14.4% | $102,383-31.9% | $80,925-13.8% |
| Participation rate | 10.5% | 66.8%-56.3pp | 74.5%-64.0pp | 67.7%-57.1pp |
| Annual return | 2.75% | 25.59%-22.8pp | 24.94%-22.2pp | 35.65%-32.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,117 | $3,871-71.1% | $5,060-77.9% | $4,299-74.0% |
| Admin fee / account holder | $27,871 | $6,717+314.9% | $8,391+232.1% | $6,940+301.6% |