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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 | $36,689 | $75,541-51.4% | $152,093-75.9% | $82,637-55.6% |
| Participation rate | 28.0% | 66.5%-38.5pp | 77.8%-49.8pp | 68.1%-40.1pp |
| Annual return | 12.64% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $602 | $3,206-81.2% | $5,451-89.0% | $4,126-85.4% |
| Admin fee / account holder | $4,216 | $6,405-34.2% | $14,497-70.9% | $7,339-42.6% |