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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 | $24,536 | $56,287-56.4% | $80,977-69.7% | $62,881-61.0% |
| Participation rate | 38.8% | 68.9%-30.2pp | 75.8%-37.0pp | 69.3%-30.5pp |
| Annual return | 5.33% | 22.13%-16.8pp | 17.11%-11.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $849 | $4,196-79.8% | $5,696-85.1% | $3,203-73.5% |
| Admin fee / account holder | $3,389 | $3,742-9.4% | $5,517-38.6% | $4,296-21.1% |