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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 | $32,651 | $76,107-57.1% | $96,576-66.2% | $71,495-54.3% |
| Participation rate | 26.2% | 74.4%-48.2pp | 76.0%-49.8pp | 67.9%-41.7pp |
| Annual return | 13.23% | 22.81%-9.6pp | 25.87%-12.6pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,524 | $4,218-63.9% | $4,851-68.6% | $4,291-64.5% |
| Admin fee / account holder | $9,026 | $2,708+233.3% | $8,253+9.4% | $1,588+468.5% |