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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 | $81,457-55.1% | $103,378-64.7% | $80,911-54.8% |
| Participation rate | 35.1% | 66.8%-31.7pp | 74.5%-39.4pp | 67.6%-32.5pp |
| Annual return | 7.33% | 25.58%-18.2pp | 24.91%-17.6pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,019 | $3,871-73.7% | $5,058-79.9% | $4,297-76.3% |
| Admin fee / account holder | $6,105 | $6,717-9.1% | $8,401-27.3% | $6,935-12.0% |