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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 | $38,149 | $83,898-54.5% | $133,346-71.4% | $94,015-59.4% |
| Participation rate | 35.8% | 63.4%-27.5pp | 72.8%-37.0pp | 70.8%-35.0pp |
| Annual return | 9.19% | 16.00%-6.8pp | 36.85%-27.7pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,344 | $3,245-58.6% | $4,332-69.0% | $4,249-68.4% |
| Admin fee / account holder | $21,508 | $7,809+175.4% | $14,264+50.8% | $8,951+140.3% |