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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 | $32,653 | $99,345-67.1% | $84,753-61.5% | $273,972-88.1% |
| Participation rate | 35.7% | 80.7%-45.0pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 0.37% | 22.93%-22.6pp | 22.78%-22.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $872 | $4,270-79.6% | $3,712-76.5% | $5,287-83.5% |
| Admin fee / account holder | $1,609 | $6,645-75.8% | $5,333-69.8% | $10,133-84.1% |