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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 | $61,606 | $88,370-30.3% | $112,977-45.5% | $79,852-22.8% |
| Participation rate | 25.5% | 76.8%-51.3pp | 82.6%-57.1pp | 69.6%-44.2pp |
| Annual return | 10.51% | 23.16%-12.7pp | 24.24%-13.7pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $245 | $4,536-94.6% | $5,836-95.8% | $3,740-93.4% |
| Admin fee / account holder | $4,686 | $5,750-18.5% | $6,294-25.5% | $5,306-11.7% |