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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 | $35,611 | $72,273-50.7% | $101,275-64.8% | $79,856-55.4% |
| Participation rate | 62.2% | 68.5%-6.3pp | 75.8%-13.6pp | 69.6%-7.5pp |
| Annual return | 2.01% | 22.30%-20.3pp | 46.48%-44.5pp | 31.71%-29.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $694 | $3,282-78.9% | $4,371-84.1% | $3,741-81.4% |
| Admin fee / account holder | $518 | $4,401-88.2% | $5,948-91.3% | $5,306-90.2% |