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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 | $97,550-62.8% | $120,344-69.9% | $87,485-58.6% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.7%-39.6pp | 68.9%-31.8pp |
| Annual return | 8.31% | 18.41%-10.1pp | 20.30%-12.0pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $491 | $4,230-88.4% | $5,135-90.4% | $4,274-88.5% |
| Admin fee / account holder | $2,911 | $9,543-69.5% | $12,742-77.2% | $7,775-62.6% |