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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 | $36,442 | $81,358-55.2% | $155,556-76.6% | $80,959-55.0% |
| Participation rate | 16.7% | 66.3%-49.6pp | 78.2%-61.6pp | 67.7%-51.0pp |
| Annual return | 7.89% | 33.39%-25.5pp | 64.84%-56.9pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $61 | $3,455-98.2% | $5,631-98.9% | $4,300-98.6% |
| Admin fee / account holder | $5,238 | $7,994-34.5% | $15,885-67.0% | $6,925-24.4% |