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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 | $56,297 | $88,707-36.5% | $74,184-24.1% | $273,972-79.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 0.24% | 11.94%-11.7pp | 17.74%-17.5pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $744 | $4,212-82.3% | $3,550-79.0% | $5,287-85.9% |
| Admin fee / account holder | $33,922 | $8,717+289.2% | $5,586+507.3% | $10,133+234.8% |