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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 | $41,362 | $72,027-42.6% | $185,835-77.7% | $79,852-48.2% |
| Participation rate | 25.8% | 65.8%-40.0pp | 78.0%-52.2pp | 69.6%-43.8pp |
| Annual return | 8.28% | 23.13%-14.8pp | 35.96%-27.7pp | 31.72%-23.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,008 | $3,780-73.3% | $5,633-82.1% | $3,740-73.1% |
| Admin fee / account holder | $557 | $4,513-87.7% | $9,502-94.1% | $5,306-89.5% |