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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 | $156,616-76.5% | $133,346-72.3% | $198,609-81.4% |
| Participation rate | 35.7% | 77.7%-42.0pp | 72.8%-37.1pp | 82.4%-46.7pp |
| Annual return | 2.23% | 44.25%-42.0pp | 36.85%-34.6pp | 202.70%-200.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $76 | $4,920-98.5% | $4,332-98.3% | $6,977-98.9% |
| Admin fee / account holder | $7,855 | $17,468-55.0% | $14,264-44.9% | $19,030-58.7% |