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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 | $45,532 | $76,696-40.6% | $96,515-52.8% | $71,511-36.3% |
| Participation rate | 40.4% | 66.6%-26.2pp | 74.3%-34.0pp | 67.9%-27.5pp |
| Annual return | 12.88% | 48.32%-35.4pp | 35.73%-22.9pp | 28.86%-16.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,102 | $3,770-70.8% | $4,880-77.4% | $4,291-74.3% |
| Admin fee / account holder | $2,729 | $2,030+34.4% | $6,735-59.5% | $1,588+71.8% |