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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 | $37,845 | $78,027-51.5% | $178,528-78.8% | $80,925-53.2% |
| Participation rate | 23.3% | 65.7%-42.4pp | 77.1%-53.8pp | 67.7%-44.4pp |
| Annual return | 7.70% | 18.09%-10.4pp | 27.11%-19.4pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $159 | $4,408-96.4% | $6,278-97.5% | $4,299-96.3% |
| Admin fee / account holder | $8,601 | $7,168+20.0% | $10,419-17.5% | $6,940+23.9% |