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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 | $43,228 | $67,606-36.1% | $82,313-47.5% | $70,124-38.4% |
| Participation rate | 22.7% | 72.8%-50.0pp | 76.9%-54.2pp | 69.5%-46.8pp |
| Annual return | 4.94% | 21.57%-16.6pp | 25.88%-20.9pp | 73.14%-68.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,005 | $2,987-66.3% | $3,706-72.9% | $3,332-69.8% |
| Admin fee / account holder | $321 | $4,512-92.9% | $5,608-94.3% | $4,645-93.1% |