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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 | $47,131 | $43,075+9.4% | $74,577-36.8% | $62,881-25.0% |
| Participation rate | 12.9% | 58.1%-45.1pp | 68.1%-55.2pp | 69.3%-56.4pp |
| Annual return | 0.40% | 17.50%-17.1pp | 20.47%-20.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $158 | $2,389-93.4% | $3,458-95.4% | $3,203-95.1% |
| Admin fee / account holder | $28,121 | $2,840+890.2% | $4,138+579.6% | $4,296+554.6% |