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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 | $28,514 | $81,504-65.0% | $102,437-72.2% | $80,959-64.8% |
| Participation rate | 22.4% | 66.9%-44.4pp | 74.5%-52.1pp | 67.7%-45.3pp |
| Annual return | 8.08% | 25.60%-17.5pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,185 | $3,871-69.4% | $5,060-76.6% | $4,300-72.4% |
| Admin fee / account holder | $344 | $6,719-94.9% | $8,388-95.9% | $6,925-95.0% |