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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 | $27,703 | $64,359-57.0% | $90,161-69.3% | $70,126-60.5% |
| Participation rate | 43.5% | 70.4%-27.0pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 12.99% | 28.13%-15.1pp | 34.89%-21.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,024 | $4,389-76.7% | $5,287-80.6% | $3,332-69.3% |
| Admin fee / account holder | $1,885 | $3,945-52.2% | $5,943-68.3% | $4,645-59.4% |