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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 | $37,127 | $95,404-61.1% | $113,397-67.3% | $82,637-55.1% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.5%-56.5pp | 68.1%-48.1pp |
| Annual return | 8.38% | 19.08%-10.7pp | 23.20%-14.8pp | 53.51%-45.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $114 | $4,220-97.3% | $5,076-97.8% | $4,126-97.2% |
| Admin fee / account holder | $12,479 | $9,168+36.1% | $11,957+4.4% | $7,339+70.0% |