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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 | $37,654 | $71,197-47.1% | $93,669-59.8% | $80,925-53.5% |
| Participation rate | 31.8% | 60.4%-28.6pp | 68.7%-36.9pp | 67.7%-35.8pp |
| Annual return | 8.60% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $641 | $4,036-84.1% | $4,416-85.5% | $4,299-85.1% |
| Admin fee / account holder | $1,960 | $6,959-71.8% | $8,291-76.4% | $6,940-71.8% |