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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 | $32,207 | $81,476-60.5% | $102,383-68.5% | $80,925-60.2% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 9.89% | 25.59%-15.7pp | 24.94%-15.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,057 | $3,871-72.7% | $5,060-79.1% | $4,299-75.4% |
| Admin fee / account holder | $1,362 | $6,717-79.7% | $8,391-83.8% | $6,940-80.4% |