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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 | $34,330 | $83,061-58.7% | $126,068-72.8% | $94,015-63.5% |
| Participation rate | 24.0% | 81.2%-57.2pp | 84.7%-60.7pp | 70.8%-46.8pp |
| Annual return | 6.40% | 20.41%-14.0pp | 15.01%-8.6pp | 17.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,901 | $7,042-73.0% | $8,214-76.9% | $4,249-55.3% |
| Admin fee / account holder | $764 | $7,208-89.4% | $18,264-95.8% | $8,951-91.5% |