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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 | $124,980-70.5% | $108,359-66.0% | $154,746-76.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 2.23% | 45.00%-42.8pp | 36.89%-34.7pp | 172.34%-170.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $76 | $4,743-98.4% | $4,137-98.2% | $6,730-98.9% |
| Admin fee / account holder | $7,855 | $11,502-31.7% | $9,741-19.4% | $14,365-45.3% |