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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 | $39,306 | $76,696-48.8% | $96,515-59.3% | $71,511-45.0% |
| Participation rate | 20.3% | 66.6%-46.3pp | 74.3%-54.1pp | 67.9%-47.7pp |
| Annual return | 13.20% | 48.32%-35.1pp | 35.73%-22.5pp | 28.86%-15.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,517 | $3,770-59.8% | $4,880-68.9% | $4,291-64.7% |
| Admin fee / account holder | $3,889 | $2,030+91.6% | $6,735-42.3% | $1,588+144.8% |