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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 | $81,446-54.8% | $103,374-64.4% | $80,874-54.5% |
| Participation rate | 30.8% | 66.9%-36.1pp | 74.5%-43.7pp | 67.6%-36.9pp |
| Annual return | 4.98% | 25.57%-20.6pp | 24.89%-19.9pp | 35.62%-30.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $675 | $3,870-82.6% | $5,058-86.6% | $4,297-84.3% |
| Admin fee / account holder | $9,558 | $6,715+42.3% | $8,394+13.9% | $6,935+37.8% |