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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 | $40,434 | $58,627-31.0% | $76,735-47.3% | $82,448-51.0% |
| Participation rate | 22.2% | 63.2%-41.0pp | 69.5%-47.3pp | 68.1%-45.8pp |
| Annual return | 12.01% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $902 | $3,134-71.2% | $4,088-77.9% | $4,139-78.2% |
| Admin fee / account holder | $4,882 | $5,323-8.3% | $7,189-32.1% | $7,234-32.5% |