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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 | $43,407 | $56,054-22.6% | $171,082-74.6% | $62,881-31.0% |
| Participation rate | 26.6% | 62.9%-36.3pp | 76.7%-50.1pp | 69.3%-42.7pp |
| Annual return | 4.74% | 22.52%-17.8pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,020 | $3,158-67.7% | $4,797-78.7% | $3,203-68.1% |
| Admin fee / account holder | $10,349 | $3,647+183.8% | $8,520+21.5% | $4,296+140.9% |