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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 | $38,784 | $79,955-51.5% | $98,450-60.6% | $75,181-48.4% |
| Participation rate | 59.3% | 70.4%-11.1pp | 75.2%-15.9pp | 67.2%-7.9pp |
| Annual return | 11.45% | 19.75%-8.3pp | 21.16%-9.7pp | 160.69%-149.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $527 | $3,752-86.0% | $4,739-88.9% | $4,126-87.2% |
| Admin fee / account holder | $31,785 | $6,841+364.6% | $8,961+254.7% | $5,650+462.6% |