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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 | $34,104 | $95,453-64.3% | $112,040-69.6% | $82,448-58.6% |
| Participation rate | 5.6% | 72.8%-67.1pp | 76.5%-70.9pp | 68.1%-62.4pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $184 | $4,224-95.6% | $5,098-96.4% | $4,139-95.6% |
| Admin fee / account holder | $1,191 | $9,013-86.8% | $12,098-90.2% | $7,234-83.5% |