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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 | $29,073 | $77,472-62.5% | $100,392-71.0% | $80,935-64.1% |
| Participation rate | 26.9% | 76.9%-50.0pp | 81.5%-54.6pp | 67.7%-40.7pp |
| Annual return | 9.47% | 37.26%-27.8pp | 49.45%-40.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,151 | $6,818-83.1% | $8,090-85.8% | $4,299-73.2% |
| Admin fee / account holder | $18,829 | $5,885+220.0% | $7,904+138.2% | $6,924+171.9% |