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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 | $42,474 | $89,370-52.5% | $141,197-69.9% | $72,976-41.8% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 8.43% | 111.88%-103.4pp | 71.41%-63.0pp | 81.02%-72.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,823 | $5,419-66.4% | $6,710-72.8% | $3,608-49.5% |
| Admin fee / account holder | $3,319 | $5,957-44.3% | $10,265-67.7% | $5,124-35.2% |