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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 | $32,678 | $77,901-58.1% | $149,717-78.2% | $75,181-56.5% |
| Participation rate | 32.0% | 65.6%-33.6pp | 78.8%-46.8pp | 67.2%-35.2pp |
| Annual return | 11.61% | 31.73%-20.1pp | 134.41%-122.8pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $697 | $3,411-79.6% | $5,682-87.7% | $4,126-83.1% |
| Admin fee / account holder | $307 | $5,949-94.8% | $13,213-97.7% | $5,650-94.6% |