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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 | $30,320 | $65,364-53.6% | $92,909-67.4% | $72,975-58.5% |
| Participation rate | 51.0% | 68.3%-17.3pp | 76.0%-25.0pp | 69.5%-18.5pp |
| Annual return | 3.59% | 42.11%-38.5pp | 109.44%-105.8pp | 81.01%-77.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,006 | $3,128-67.9% | $4,238-76.3% | $3,608-72.1% |
| Admin fee / account holder | $1,811 | $4,251-57.4% | $5,795-68.7% | $5,124-64.7% |