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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 | $77,358-55.6% | $102,184-66.4% | $87,485-60.8% |
| Participation rate | 24.0% | 78.7%-54.7pp | 82.6%-58.6pp | 68.9%-44.9pp |
| Annual return | 6.40% | 41.11%-34.7pp | 31.58%-25.2pp | 26.06%-19.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,901 | $6,753-71.8% | $8,309-77.1% | $4,274-55.5% |
| Admin fee / account holder | $764 | $6,809-88.8% | $11,609-93.4% | $7,775-90.2% |