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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 | $36,840 | $58,493-37.0% | $84,021-56.2% | $72,975-49.5% |
| Participation rate | 41.3% | 61.2%-19.9pp | 69.0%-27.7pp | 69.5%-28.2pp |
| Annual return | 15.53% | 28.93%-13.4pp | 71.32%-55.8pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,043 | $2,394-56.4% | $3,239-67.8% | $3,608-71.1% |
| Admin fee / account holder | $3,228 | $4,569-29.3% | $6,102-47.1% | $5,124-37.0% |