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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 | $86,301 | $93,345-7.5% | $119,126-27.6% | $87,485-1.4% |
| Participation rate | 20.9% | 68.7%-47.8pp | 75.8%-54.9pp | 68.9%-48.0pp |
| Annual return | 11.55% | 19.08%-7.5pp | 282.11%-270.6pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,078 | $4,099-73.7% | $5,318-79.7% | $4,274-74.8% |
| Admin fee / account holder | $943 | $8,039-88.3% | $10,693-91.2% | $7,775-87.9% |