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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 | $87,319 | $93,345-6.5% | $119,126-26.7% | $87,485-0.2% |
| Participation rate | 27.2% | 68.7%-41.6pp | 75.8%-48.6pp | 68.9%-41.8pp |
| Annual return | 11.03% | 19.08%-8.1pp | 282.11%-271.1pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,596 | $4,099-61.1% | $5,318-70.0% | $4,274-62.7% |
| Admin fee / account holder | $2,960 | $8,039-63.2% | $10,693-72.3% | $7,775-61.9% |