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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 | $60,371 | $78,520-23.1% | $96,576-37.5% | $82,448-26.8% |
| Participation rate | 22.9% | 77.7%-54.8pp | 81.4%-58.5pp | 68.1%-45.2pp |
| Annual return | 14.60% | 41.30%-26.7pp | 38.47%-23.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,095 | $6,754-83.8% | $7,956-86.2% | $4,139-73.5% |
| Admin fee / account holder | $2,693 | $13,455-80.0% | $11,381-76.3% | $7,234-62.8% |