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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 | $34,846 | $76,551-54.5% | $123,894-71.9% | $62,881-44.6% |
| Participation rate | 38.9% | 73.0%-34.1pp | 81.4%-42.5pp | 69.3%-30.4pp |
| Annual return | 4.67% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,896 | $4,840-60.8% | $5,984-68.3% | $3,203-40.8% |
| Admin fee / account holder | $4,380 | $4,826-9.2% | $8,357-47.6% | $4,296+2.0% |