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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 | $35,879 | $54,541-34.2% | $78,778-54.5% | $70,126-48.8% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 11.04% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $708 | $2,210-68.0% | $2,958-76.1% | $3,332-78.7% |
| Admin fee / account holder | $1,159 | $3,709-68.8% | $5,134-77.4% | $4,645-75.1% |