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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 | $57,946 | $59,804-3.1% | $81,982-29.3% | $79,856-27.4% |
| Participation rate | 32.6% | 61.6%-29.0pp | 69.3%-36.6pp | 69.6%-37.0pp |
| Annual return | 8.33% | 17.56%-9.2pp | 41.31%-33.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $816 | $2,695-69.7% | $3,722-78.1% | $3,741-78.2% |
| Admin fee / account holder | $14,780 | $4,288+244.7% | $5,665+160.9% | $5,306+178.5% |