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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 | $33,455 | $78,027-57.1% | $178,528-81.3% | $80,925-58.7% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.6pp | 67.7%-22.2pp |
| Annual return | 9.24% | 18.09%-8.9pp | 27.11%-17.9pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,343 | $4,408-69.5% | $6,278-78.6% | $4,299-68.8% |
| Admin fee / account holder | $333 | $7,168-95.4% | $10,419-96.8% | $6,940-95.2% |