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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 | $33,923 | $95,453-64.5% | $112,040-69.7% | $82,448-58.9% |
| Participation rate | 23.4% | 72.8%-49.4pp | 76.5%-53.1pp | 68.1%-44.7pp |
| Annual return | 10.06% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $870 | $4,224-79.4% | $5,098-82.9% | $4,139-79.0% |
| Admin fee / account holder | $29,453 | $9,013+226.8% | $12,098+143.5% | $7,234+307.1% |