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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 | $32,312 | $71,057-54.5% | $93,654-65.5% | $80,874-60.0% |
| Participation rate | 26.5% | 60.4%-33.9pp | 68.7%-42.3pp | 67.6%-41.2pp |
| Annual return | 9.38% | 11.26%-1.9pp | 133.34%-124.0pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,208 | $4,034-70.1% | $4,413-72.6% | $4,297-71.9% |
| Admin fee / account holder | $11,040 | $6,944+59.0% | $8,282+33.3% | $6,935+59.2% |