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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 | $36,259 | $95,453-62.0% | $112,040-67.6% | $82,448-56.0% |
| Participation rate | 37.1% | 72.8%-35.6pp | 76.5%-39.3pp | 68.1%-30.9pp |
| Annual return | 8.31% | 23.92%-15.6pp | 24.52%-16.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $491 | $4,224-88.4% | $5,098-90.4% | $4,139-88.1% |
| Admin fee / account holder | $2,911 | $9,013-67.7% | $12,098-75.9% | $7,234-59.8% |