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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 | $78,520-56.3% | $96,576-64.5% | $82,448-58.4% |
| Participation rate | 24.0% | 77.7%-53.7pp | 81.4%-57.4pp | 68.1%-44.1pp |
| Annual return | 6.40% | 41.30%-34.9pp | 38.47%-32.1pp | 41.64%-35.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,901 | $6,754-71.9% | $7,956-76.1% | $4,139-54.1% |
| Admin fee / account holder | $764 | $13,455-94.3% | $11,381-93.3% | $7,234-89.4% |