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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 | $30,513 | $132,310-76.9% | $105,754-71.1% | $273,970-88.9% |
| Participation rate | 30.0% | 83.2%-53.2pp | 78.9%-48.9pp | 83.0%-53.0pp |
| Annual return | 0.35% | 10.08%-9.7pp | 12.25%-11.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $160 | $6,233-97.4% | $5,326-97.0% | $5,287-97.0% |
| Admin fee / account holder | $3,779 | $12,036-68.6% | $8,309-54.5% | $10,132-62.7% |