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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 | $36,536 | $81,487-55.2% | $102,412-64.3% | $80,935-54.9% |
| Participation rate | 35.1% | 66.8%-31.7pp | 74.5%-39.4pp | 67.7%-32.5pp |
| Annual return | 7.33% | 25.60%-18.3pp | 24.94%-17.6pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,019 | $3,871-73.7% | $5,060-79.9% | $4,299-76.3% |
| Admin fee / account holder | $6,105 | $6,717-9.1% | $8,388-27.2% | $6,924-11.8% |