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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 | $39,973 | $58,828-32.1% | $78,002-48.8% | $62,881-36.4% |
| Participation rate | 48.6% | 71.1%-22.5pp | 75.5%-27.0pp | 69.3%-20.7pp |
| Annual return | 4.19% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $819 | $2,686-69.5% | $3,497-76.6% | $3,203-74.4% |
| Admin fee / account holder | $554 | $4,393-87.4% | $5,481-89.9% | $4,296-87.1% |