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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 | $42,048 | $86,938-51.6% | $102,423-58.9% | $80,925-48.0% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.7%-28.9pp |
| Annual return | 9.38% | 18.89%-9.5pp | 29.42%-20.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $682 | $4,120-83.4% | $5,054-86.5% | $4,299-84.1% |
| Admin fee / account holder | $3,061 | $8,053-62.0% | $9,455-67.6% | $6,940-55.9% |