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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 | $46,497 | $239,571-80.6% | $183,328-74.6% | $137,256-66.1% |
| Participation rate | 30.0% | 82.4%-52.4pp | 77.3%-47.3pp | 80.0%-50.0pp |
| Annual return | -0.24% | 35.69%-35.9pp | 29.67%-29.9pp | 220.34%-220.6pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $466 | $7,995-94.2% | $6,795-93.1% | $6,407-92.7% |
| Admin fee / account holder | $3,300 | $30,059-89.0% | $21,427-84.6% | $12,270-73.1% |