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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 | $30,715 | $72,486-57.6% | $87,103-64.7% | $72,976-57.9% |
| Participation rate | 42.6% | 72.8%-30.2pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 4.37% | 24.46%-20.1pp | 28.19%-23.8pp | 81.02%-76.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,081 | $3,270-66.9% | $4,049-73.3% | $3,608-70.0% |
| Admin fee / account holder | $1,217 | $5,055-75.9% | $7,491-83.8% | $5,124-76.3% |