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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 | $41,455 | $63,809-35.0% | $81,353-49.0% | $80,935-48.8% |
| Participation rate | 7.0% | 63.9%-56.9pp | 69.5%-62.5pp | 67.7%-60.6pp |
| Annual return | 1.52% | 16.37%-14.8pp | 24.82%-23.3pp | 35.66%-34.1pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $576 | $3,093-81.4% | $3,885-85.2% | $4,299-86.6% |
| Admin fee / account holder | $4,631 | $5,686-18.6% | $5,766-19.7% | $6,924-33.1% |