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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 | $61,091 | $86,949-29.7% | $102,460-40.4% | $80,959-24.5% |
| Participation rate | 6.9% | 72.4%-65.5pp | 76.5%-69.6pp | 67.7%-60.8pp |
| Annual return | 5.23% | 18.89%-13.7pp | 29.47%-24.2pp | 35.67%-30.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $278 | $4,121-93.2% | $5,056-94.5% | $4,300-93.5% |
| Admin fee / account holder | $3,699 | $8,048-54.0% | $9,460-60.9% | $6,925-46.6% |