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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 | $73,886 | $124,314-40.6% | $109,163-32.3% | $167,518-55.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 8.68% | 26.04%-17.4pp | 25.75%-17.1pp | 478.71%-470.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,000 | $5,256-81.0% | $4,654-78.5% | $6,342-84.2% |
| Admin fee / account holder | $849 | $7,973-89.3% | $6,754-87.4% | $12,312-93.1% |