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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 | $34,587 | $71,208-51.4% | $93,681-63.1% | $80,911-57.3% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.6%-41.0pp |
| Annual return | 8.15% | 11.27%-3.1pp | 133.47%-125.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $644 | $4,035-84.0% | $4,415-85.4% | $4,297-85.0% |
| Admin fee / account holder | $26,615 | $6,951+282.9% | $8,290+221.0% | $6,935+283.8% |