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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 | $78,444 | $162,967-51.9% | $135,792-42.2% | $138,895-43.5% |
| Participation rate | 56.5% | 78.3%-21.8pp | 72.6%-16.1pp | 79.9%-23.4pp |
| Annual return | 6.50% | 30.08%-23.6pp | 25.96%-19.5pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $904 | $5,640-84.0% | $4,759-81.0% | $6,396-85.9% |
| Admin fee / account holder | $2,997 | $15,306-80.4% | $12,266-75.6% | $12,562-76.1% |