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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 | $45,678 | $67,602-32.4% | $82,312-44.5% | $70,126-34.9% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.9pp | 69.5%-32.6pp |
| Annual return | 5.12% | 21.57%-16.4pp | 25.88%-20.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $972 | $2,987-67.5% | $3,706-73.8% | $3,332-70.8% |
| Admin fee / account holder | $9,137 | $4,512+102.5% | $5,608+62.9% | $4,645+96.7% |