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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 | $44,745 | $76,107-41.2% | $96,576-53.7% | $71,495-37.4% |
| Participation rate | 18.1% | 74.4%-56.3pp | 76.0%-57.9pp | 67.9%-49.8pp |
| Annual return | 14.00% | 22.81%-8.8pp | 25.87%-11.9pp | 28.85%-14.8pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $684 | $4,218-83.8% | $4,851-85.9% | $4,291-84.1% |
| Admin fee / account holder | $4,281 | $2,708+58.1% | $8,253-48.1% | $1,588+169.6% |