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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 | $44,860 | $47,944-6.4% | $67,834-33.9% | $62,881-28.7% |
| Participation rate | 8.3% | 61.1%-52.7pp | 68.8%-60.5pp | 69.3%-61.0pp |
| Annual return | 3.06% | 11.77%-8.7pp | 138.47%-135.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $407 | $2,247-81.9% | $3,160-87.1% | $3,203-87.3% |
| Admin fee / account holder | $3,413 | $3,712-8.0% | $4,622-26.2% | $4,296-20.5% |