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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 | $44,449 | $77,638-42.7% | $156,552-71.6% | $62,881-29.3% |
| Participation rate | 17.5% | 71.2%-53.7pp | 84.0%-66.5pp | 69.3%-51.8pp |
| Annual return | 1.15% | 50.33%-49.2pp | 32.23%-31.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $791 | $3,046-74.0% | $4,871-83.8% | $3,203-75.3% |
| Admin fee / account holder | $3,060 | $5,561-45.0% | $13,028-76.5% | $4,296-28.8% |