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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 | $91,348 | $114,013-19.9% | $103,693-11.9% | $155,188-41.1% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | 5.25% | 49.31%-44.1pp | 47.61%-42.4pp | 148.84%-143.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $210 | $4,970-95.8% | $4,579-95.4% | $6,531-96.8% |
| Admin fee / account holder | $8,186 | $8,407-2.6% | $7,858+4.2% | $14,480-43.5% |