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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 | $38,828 | $72,492-46.4% | $87,104-55.4% | $72,975-46.8% |
| Participation rate | 46.3% | 72.8%-26.5pp | 76.9%-30.6pp | 69.5%-23.2pp |
| Annual return | 13.36% | 24.46%-11.1pp | 28.19%-14.8pp | 81.01%-67.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $621 | $3,270-81.0% | $4,048-84.7% | $3,608-82.8% |
| Admin fee / account holder | $6,427 | $5,055+27.2% | $7,491-14.2% | $5,124+25.4% |