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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 | $36,882 | $112,729-67.3% | $98,716-62.6% | $137,256-73.1% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 2.23% | 38.48%-36.3pp | 31.81%-29.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $76 | $4,640-98.4% | $4,048-98.1% | $6,407-98.8% |
| Admin fee / account holder | $7,855 | $10,129-22.4% | $8,703-9.7% | $12,270-36.0% |