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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 | $37,555 | $56,287-33.3% | $80,977-53.6% | $62,881-40.3% |
| Participation rate | 53.2% | 68.9%-15.7pp | 75.8%-22.6pp | 69.3%-16.1pp |
| Annual return | 1.68% | 22.13%-20.4pp | 17.11%-15.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,122 | $4,196-73.3% | $5,696-80.3% | $3,203-65.0% |
| Admin fee / account holder | $13,343 | $3,742+256.6% | $5,517+141.9% | $4,296+210.6% |