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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 | $30,361 | $67,606-55.1% | $82,313-63.1% | $70,124-56.7% |
| Participation rate | 40.7% | 72.8%-32.0pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 11.52% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $880 | $2,987-70.6% | $3,706-76.3% | $3,332-73.6% |
| Admin fee / account holder | $504 | $4,512-88.8% | $5,608-91.0% | $4,645-89.1% |