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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 | $37,188 | $76,112-51.1% | $96,534-61.5% | $71,511-48.0% |
| Participation rate | 16.7% | 74.4%-57.7pp | 76.0%-59.3pp | 67.9%-51.3pp |
| Annual return | 12.55% | 22.81%-10.3pp | 25.88%-13.3pp | 28.86%-16.3pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $795 | $4,217-81.2% | $4,851-83.6% | $4,291-81.5% |
| Admin fee / account holder | $4,243 | $2,708+56.6% | $8,253-48.6% | $1,588+167.1% |