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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 | $33,901 | $67,602-49.9% | $82,312-58.8% | $70,126-51.7% |
| Participation rate | 32.8% | 72.8%-39.9pp | 76.9%-44.1pp | 69.5%-36.7pp |
| Annual return | 10.84% | 21.57%-10.7pp | 25.88%-15.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,005 | $2,987-66.4% | $3,706-72.9% | $3,332-69.8% |
| Admin fee / account holder | $1,177 | $4,512-73.9% | $5,608-79.0% | $4,645-74.7% |