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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 | $31,996 | $67,602-52.7% | $82,312-61.1% | $70,126-54.4% |
| Participation rate | 13.1% | 72.8%-59.7pp | 76.9%-63.8pp | 69.5%-56.4pp |
| Annual return | 11.06% | 21.57%-10.5pp | 25.88%-14.8pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $303 | $2,987-89.9% | $3,706-91.8% | $3,332-90.9% |
| Admin fee / account holder | $6,003 | $4,512+33.1% | $5,608+7.0% | $4,645+29.2% |