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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 | $177,156-55.7% | $147,027-46.6% | $154,746-49.3% |
| Participation rate | 56.5% | 79.4%-22.8pp | 73.7%-17.2pp | 80.7%-24.2pp |
| Annual return | 6.50% | 21.94%-15.4pp | 20.23%-13.7pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $904 | $5,797-84.4% | $4,933-81.7% | $6,730-86.6% |
| Admin fee / account holder | $2,997 | $14,904-79.9% | $12,223-75.5% | $14,365-79.1% |