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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 | $34,172 | $78,705-56.6% | $117,860-71.0% | $70,124-51.3% |
| Participation rate | 46.3% | 73.2%-26.9pp | 79.7%-33.3pp | 69.5%-23.2pp |
| Annual return | 7.78% | 23.30%-15.5pp | 335.10%-327.3pp | 73.14%-65.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $606 | $3,297-81.6% | $4,482-86.5% | $3,332-81.8% |
| Admin fee / account holder | $3,901 | $5,065-23.0% | $8,021-51.4% | $4,645-16.0% |