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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 | $31,435 | $79,961-60.7% | $98,462-68.1% | $75,177-58.2% |
| Participation rate | 36.4% | 70.4%-34.0pp | 75.2%-38.8pp | 67.2%-30.8pp |
| Annual return | 10.49% | 19.75%-9.3pp | 21.17%-10.7pp | 160.75%-150.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,060 | $3,753-71.7% | $4,738-77.6% | $4,126-74.3% |
| Admin fee / account holder | $24,563 | $6,842+259.0% | $8,875+176.8% | $5,651+334.6% |