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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 | $37,600 | $67,602-44.4% | $82,312-54.3% | $70,126-46.4% |
| Participation rate | 39.0% | 72.8%-33.8pp | 76.9%-37.9pp | 69.5%-30.6pp |
| Annual return | 10.53% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $783 | $2,987-73.8% | $3,706-78.9% | $3,332-76.5% |
| Admin fee / account holder | $2,078 | $4,512-53.9% | $5,608-62.9% | $4,645-55.3% |