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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 | $33,981 | $48,078-29.3% | $78,676-56.8% | $62,881-46.0% |
| Participation rate | 32.0% | 65.2%-33.2pp | 73.6%-41.6pp | 69.3%-37.3pp |
| Annual return | 3.42% | 31.36%-27.9pp | 62.19%-58.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $386 | $2,587-85.1% | $3,517-89.0% | $3,203-88.0% |
| Admin fee / account holder | $1,675 | $3,206-47.7% | $4,510-62.9% | $4,296-61.0% |