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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 | $46,817 | $56,110-16.6% | $94,993-50.7% | $70,124-33.2% |
| Participation rate | 7.4% | 65.0%-57.6pp | 73.9%-66.5pp | 69.5%-62.1pp |
| Annual return | 11.21% | 51.02%-39.8pp | 27.14%-15.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $468 | $2,391-80.4% | $3,317-85.9% | $3,332-86.0% |
| Admin fee / account holder | $1,692 | $3,456-51.1% | $4,960-65.9% | $4,645-63.6% |