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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 | $35,213 | $46,599-24.4% | $64,101-45.1% | $75,173-53.2% |
| Participation rate | 45.3% | 65.9%-20.7pp | 72.3%-27.0pp | 67.2%-21.9pp |
| Annual return | 7.45% | 26.06%-18.6pp | 33.72%-26.3pp | 160.72%-153.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $683 | $2,837-75.9% | $3,881-82.4% | $4,126-83.5% |
| Admin fee / account holder | $1,490 | $2,956-49.6% | $3,070-51.5% | $5,651-73.6% |