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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 | $40,434 | $69,444-41.8% | $92,985-56.5% | $87,485-53.8% |
| Participation rate | 22.2% | 63.3%-41.1pp | 69.5%-47.3pp | 68.9%-46.7pp |
| Annual return | 12.01% | 23.85%-11.8pp | 27.99%-16.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $902 | $3,364-73.2% | $4,377-79.4% | $4,274-78.9% |
| Admin fee / account holder | $4,882 | $6,137-20.5% | $9,463-48.4% | $7,775-37.2% |