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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 | $61,805 | $72,471-14.7% | $94,215-34.4% | $86,983-28.9% |
| Participation rate | 21.1% | 63.9%-42.8pp | 70.0%-48.9pp | 69.5%-48.5pp |
| Annual return | 8.51% | 26.44%-17.9pp | 28.22%-19.7pp | 25.83%-17.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $340 | $3,397-90.0% | $4,276-92.0% | $4,194-91.9% |
| Admin fee / account holder | $34,890 | $6,468+439.4% | $10,216+241.5% | $7,856+344.1% |