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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 | $32,513 | $153,769-78.9% | $133,975-75.7% | $273,972-88.1% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.1%-41.6pp | 83.0%-37.6pp |
| Annual return | 3.01% | 36.51%-33.5pp | 29.29%-26.3pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,090 | $6,958-84.3% | $6,282-82.6% | $5,287-79.4% |
| Admin fee / account holder | $1,545 | $11,765-86.9% | $9,324-83.4% | $10,133-84.8% |