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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 | $100,194-42.0% | $122,979-52.7% | $86,983-33.1% |
| Participation rate | 37.1% | 73.0%-35.9pp | 77.2%-40.1pp | 69.5%-32.4pp |
| Annual return | 10.29% | 16.47%-6.2pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $811 | $4,133-80.4% | $5,003-83.8% | $4,194-80.7% |
| Admin fee / account holder | $1,986 | $10,148-80.4% | $12,864-84.6% | $7,856-74.7% |