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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 | $66,881 | $73,787-9.4% | $98,716-32.2% | $82,448-18.9% |
| Participation rate | 8.6% | 61.4%-52.8pp | 69.3%-60.7pp | 68.1%-59.4pp |
| Annual return | 6.68% | 18.57%-11.9pp | 31.81%-25.1pp | 41.64%-35.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $458 | $3,081-85.1% | $4,048-88.7% | $4,139-88.9% |
| Admin fee / account holder | $3,204 | $6,500-50.7% | $8,703-63.2% | $7,234-55.7% |