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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 | $34,678 | $110,337-68.6% | $102,383-66.1% | $145,877-76.2% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 6.09% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $217 | $5,621-96.1% | $5,060-95.7% | $6,691-96.8% |
| Admin fee / account holder | $513 | $9,750-94.7% | $8,391-93.9% | $13,402-96.2% |