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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 | $36,951 | $47,848-22.8% | $81,473-54.6% | $70,126-47.3% |
| Participation rate | 27.3% | 58.3%-31.0pp | 68.0%-40.7pp | 69.5%-42.3pp |
| Annual return | 6.90% | 27.25%-20.3pp | 38.78%-31.9pp | 73.15%-66.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $477 | $2,453-80.6% | $3,537-86.5% | $3,332-85.7% |
| Admin fee / account holder | $2,443 | $3,145-22.3% | $4,561-46.4% | $4,645-47.4% |