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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 | $41,634 | $86,940-52.1% | $102,434-59.4% | $80,935-48.6% |
| Participation rate | 39.1% | 72.4%-33.3pp | 76.5%-37.4pp | 67.7%-28.5pp |
| Annual return | 8.87% | 18.89%-10.0pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $616 | $4,121-85.0% | $5,055-87.8% | $4,299-85.7% |
| Admin fee / account holder | $427 | $8,047-94.7% | $9,462-95.5% | $6,924-93.8% |