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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 | $44,407 | $108,825-59.2% | $156,181-71.6% | $82,448-46.1% |
| Participation rate | 35.7% | 72.4%-36.7pp | 78.8%-43.1pp | 68.1%-32.4pp |
| Annual return | 10.95% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,633 | $4,577-64.3% | $6,132-73.4% | $4,139-60.6% |
| Admin fee / account holder | $1,063 | $9,341-88.6% | $14,586-92.7% | $7,234-85.3% |