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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 | $51,732 | $136,860-62.2% | $120,344-57.0% | $154,746-66.6% |
| Participation rate | 14.3% | 79.9%-65.6pp | 76.7%-62.4pp | 80.7%-66.4pp |
| Annual return | 8.21% | 21.38%-13.2pp | 20.30%-12.1pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $105 | $5,793-98.2% | $5,135-98.0% | $6,730-98.4% |
| Admin fee / account holder | $11,870 | $15,393-22.9% | $12,742-6.8% | $14,365-17.4% |