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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 | $35,480 | $71,197-50.2% | $93,669-62.1% | $80,925-56.2% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.7%-42.7pp |
| Annual return | 9.37% | 11.27%-1.9pp | 133.59%-124.2pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $4,036-76.1% | $4,416-78.2% | $4,299-77.6% |
| Admin fee / account holder | $9,945 | $6,959+42.9% | $8,291+19.9% | $6,940+43.3% |