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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 | $38,609 | $67,602-42.9% | $82,312-53.1% | $70,126-44.9% |
| Participation rate | 28.1% | 72.8%-44.7pp | 76.9%-48.8pp | 69.5%-41.5pp |
| Annual return | 9.94% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $278 | $2,987-90.7% | $3,706-92.5% | $3,332-91.7% |
| Admin fee / account holder | $8,296 | $4,512+83.9% | $5,608+47.9% | $4,645+78.6% |