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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 | $30,510 | $54,757-44.3% | $90,304-66.2% | $72,975-58.2% |
| Participation rate | 13.0% | 65.2%-52.1pp | 73.3%-60.2pp | 69.5%-56.4pp |
| Annual return | 14.70% | 30.63%-15.9pp | 78.13%-63.4pp | 81.01%-66.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $174 | $2,887-94.0% | $3,885-95.5% | $3,608-95.2% |
| Admin fee / account holder | $4,032 | $3,973+1.5% | $5,354-24.7% | $5,124-21.3% |