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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 | $48,591 | $100,970-51.9% | $96,576-49.7% | $137,256-64.6% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 11.72% | 38.16%-26.4pp | 38.47%-26.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $271 | $8,286-96.7% | $7,956-96.6% | $6,407-95.8% |
| Admin fee / account holder | $18,737 | $11,312+65.6% | $11,381+64.6% | $12,270+52.7% |