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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 | $38,710 | $72,486-46.6% | $87,103-55.6% | $72,976-47.0% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.9%-46.9pp | 69.5%-39.5pp |
| Annual return | 15.79% | 24.46%-8.7pp | 28.19%-12.4pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,040 | $3,270-68.2% | $4,049-74.3% | $3,608-71.2% |
| Admin fee / account holder | $8,599 | $5,055+70.1% | $7,491+14.8% | $5,124+67.8% |