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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 | $58,159 | $95,404-39.0% | $113,397-48.7% | $82,637-29.6% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.5%-39.4pp | 68.1%-31.0pp |
| Annual return | 10.29% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $811 | $4,220-80.8% | $5,076-84.0% | $4,126-80.3% |
| Admin fee / account holder | $1,986 | $9,168-78.3% | $11,957-83.4% | $7,339-72.9% |