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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 | $36,799 | $81,476-54.8% | $102,383-64.1% | $80,925-54.5% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 4.98% | 25.59%-20.6pp | 24.94%-20.0pp | 35.65%-30.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $675 | $3,871-82.6% | $5,060-86.7% | $4,299-84.3% |
| Admin fee / account holder | $9,558 | $6,717+42.3% | $8,391+13.9% | $6,940+37.7% |