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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 | $36,928 | $70,418-47.6% | $96,570-61.8% | $85,847-57.0% |
| Participation rate | 37.3% | 61.8%-24.5pp | 69.8%-32.5pp | 69.3%-32.0pp |
| Annual return | 9.27% | 18.59%-9.3pp | 37.79%-28.5pp | 318.61%-309.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $957 | $2,894-66.9% | $3,849-75.1% | $3,952-75.8% |
| Admin fee / account holder | $2,393 | $4,995-52.1% | $6,182-61.3% | $6,261-61.8% |