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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 | $32,677 | $124,425-73.7% | $112,040-70.8% | $137,256-76.2% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.5%-38.0pp | 80.0%-41.5pp |
| Annual return | 9.25% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $355 | $5,718-93.8% | $5,098-93.0% | $6,407-94.5% |
| Admin fee / account holder | $55,153 | $15,207+262.7% | $12,098+355.9% | $12,270+349.5% |