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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 | $41,736 | $86,919-52.0% | $102,457-59.3% | $80,911-48.4% |
| Participation rate | 28.9% | 72.4%-43.5pp | 76.5%-47.6pp | 67.6%-38.8pp |
| Annual return | 5.50% | 18.90%-13.4pp | 29.41%-23.9pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,646 | $4,119-60.0% | $5,054-67.4% | $4,297-61.7% |
| Admin fee / account holder | $5,079 | $8,049-36.9% | $9,451-46.3% | $6,935-26.8% |