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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 | $48,701 | $57,065-14.7% | $75,670-35.6% | $70,131-30.6% |
| Participation rate | 19.6% | 68.1%-48.5pp | 72.3%-52.8pp | 69.5%-50.0pp |
| Annual return | 3.83% | 23.57%-19.7pp | 27.34%-23.5pp | 73.14%-69.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $681 | $2,580-73.6% | $3,142-78.3% | $3,332-79.6% |
| Admin fee / account holder | $9,985 | $3,825+161.0% | $5,800+72.2% | $4,645+114.9% |