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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 | $32,704 | $72,492-54.9% | $87,104-62.5% | $72,975-55.2% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 15.03% | 24.46%-9.4pp | 28.19%-13.2pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,086 | $3,270-66.8% | $4,048-73.2% | $3,608-69.9% |
| Admin fee / account holder | $10,058 | $5,055+99.0% | $7,491+34.3% | $5,124+96.3% |