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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 | $42,817 | $55,713-23.1% | $75,901-43.6% | $72,975-41.3% |
| Participation rate | 16.7% | 61.1%-44.5pp | 69.3%-52.6pp | 69.5%-52.8pp |
| Annual return | 13.36% | 27.60%-14.2pp | 30.76%-17.4pp | 81.01%-67.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $562 | $2,634-78.7% | $3,603-84.4% | $3,608-84.4% |
| Admin fee / account holder | $2,657 | $3,980-33.2% | $5,420-51.0% | $5,124-48.1% |