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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 | $49,461 | $124,425-60.2% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.5%-39.7pp | 80.0%-43.1pp |
| Annual return | 8.54% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $507 | $5,718-91.1% | $5,098-90.1% | $6,407-92.1% |
| Admin fee / account holder | $3,490 | $15,207-77.1% | $12,098-71.2% | $12,270-71.6% |