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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 | $35,878 | $86,940-58.7% | $102,434-65.0% | $80,935-55.7% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.7%-23.4pp |
| Annual return | 8.80% | 18.89%-10.1pp | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,266 | $4,121-69.3% | $5,055-75.0% | $4,299-70.6% |
| Admin fee / account holder | $16,340 | $8,047+103.1% | $9,462+72.7% | $6,924+136.0% |