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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 | $43,465 | $56,054-22.5% | $171,082-74.6% | $62,881-30.9% |
| Participation rate | 13.0% | 62.9%-49.8pp | 76.7%-63.7pp | 69.3%-56.3pp |
| Annual return | 4.82% | 22.52%-17.7pp | 32.56%-27.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $469 | $3,158-85.1% | $4,797-90.2% | $3,203-85.3% |
| Admin fee / account holder | $3,433 | $3,647-5.9% | $8,520-59.7% | $4,296-20.1% |