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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 | $34,083 | $181,896-81.3% | $156,551-78.2% | $273,972-87.6% |
| Participation rate | 18.2% | 88.4%-70.2pp | 84.0%-65.8pp | 83.0%-64.8pp |
| Annual return | 1.30% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $689 | $5,550-87.6% | $4,871-85.9% | $5,287-87.0% |
| Admin fee / account holder | $4,100 | $15,560-73.7% | $13,028-68.5% | $10,133-59.5% |