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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 | $39,453 | $58,057-32.0% | $97,032-59.3% | $86,983-54.6% |
| Participation rate | 20.4% | 60.4%-40.0pp | 71.6%-51.2pp | 69.5%-49.2pp |
| Annual return | 10.64% | 22.26%-11.6pp | 35.38%-24.7pp | 25.83%-15.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $254 | $3,244-92.2% | $4,672-94.6% | $4,194-93.9% |
| Admin fee / account holder | $9,052 | $4,839+87.1% | $9,418-3.9% | $7,856+15.2% |