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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 | $97,550-61.9% | $120,344-69.1% | $87,485-57.6% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.7%-56.7pp | 68.9%-48.9pp |
| Annual return | 8.38% | 18.41%-10.0pp | 20.30%-11.9pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $114 | $4,230-97.3% | $5,135-97.8% | $4,274-97.3% |
| Admin fee / account holder | $12,479 | $9,543+30.8% | $12,742-2.1% | $7,775+60.5% |