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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 | $32,410 | $81,487-60.2% | $102,412-68.4% | $80,935-60.0% |
| Participation rate | 10.9% | 66.8%-55.9pp | 74.5%-63.6pp | 67.7%-56.8pp |
| Annual return | 8.99% | 25.60%-16.6pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $3,871-59.3% | $5,060-68.9% | $4,299-63.4% |
| Admin fee / account holder | $4,688 | $6,717-30.2% | $8,388-44.1% | $6,924-32.3% |