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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 | $39,433 | $53,774-26.7% | $134,162-70.6% | $79,856-50.6% |
| Participation rate | 18.3% | 58.8%-40.4pp | 72.2%-53.9pp | 69.6%-51.3pp |
| Annual return | 8.28% | 19.01%-10.7pp | 36.35%-28.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $307 | $2,420-87.3% | $3,500-91.2% | $3,741-91.8% |
| Admin fee / account holder | $3,568 | $3,985-10.5% | $6,685-46.6% | $5,306-32.8% |