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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 | $38,620 | $136,860-71.8% | $120,344-67.9% | $154,746-75.0% |
| Participation rate | 23.5% | 79.9%-56.4pp | 76.7%-53.2pp | 80.7%-57.2pp |
| Annual return | 6.36% | 21.38%-15.0pp | 20.30%-13.9pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $142 | $5,793-97.5% | $5,135-97.2% | $6,730-97.9% |
| Admin fee / account holder | $16,645 | $15,393+8.1% | $12,742+30.6% | $14,365+15.9% |