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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 | $68,368 | $76,112-10.2% | $96,544-29.2% | $71,529-4.4% |
| Participation rate | 13.7% | 74.4%-60.7pp | 76.0%-62.2pp | 67.9%-54.2pp |
| Annual return | 12.12% | 22.80%-10.7pp | 25.88%-13.8pp | 28.97%-16.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $857 | $4,217-79.7% | $4,851-82.3% | $4,291-80.0% |
| Admin fee / account holder | $6,156 | $2,708+127.3% | $8,254-25.4% | $1,588+287.6% |