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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 | $40,911 | $71,106-42.5% | $121,871-66.4% | $69,733-41.3% |
| Participation rate | 17.7% | 62.8%-45.1pp | 73.2%-55.5pp | 62.5%-44.8pp |
| Annual return | 5.82% | 15.43%-9.6pp | 13.57%-7.7pp | 15.22%-9.4pp |
| Employer contribution / active EE | $0 | $2,556-100.0% | $2,731-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,317 | $2,765-52.4% | $4,318-69.5% | $3,054-56.9% |
| Admin fee / account holder | $8,711 | $2,128+309.3% | $11,551-24.6% | $3,102+180.8% |