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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 | $42,208 | $59,804-29.4% | $81,982-48.5% | $79,856-47.1% |
| Participation rate | 44.0% | 61.6%-17.6pp | 69.3%-25.3pp | 69.6%-25.6pp |
| Annual return | 8.12% | 17.56%-9.4pp | 41.31%-33.2pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $504 | $2,695-81.3% | $3,722-86.5% | $3,741-86.5% |
| Admin fee / account holder | $1,302 | $4,288-69.6% | $5,665-77.0% | $5,306-75.5% |