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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 | $47,498 | $72,273-34.3% | $101,275-53.1% | $79,856-40.5% |
| Participation rate | 15.0% | 68.5%-53.5pp | 75.8%-60.8pp | 69.6%-54.6pp |
| Annual return | 9.16% | 22.30%-13.1pp | 46.48%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $368 | $3,282-88.8% | $4,371-91.6% | $3,741-90.2% |
| Admin fee / account holder | $718 | $4,401-83.7% | $5,948-87.9% | $5,306-86.5% |