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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 | $39,604 | $52,580-24.7% | $71,671-44.7% | $70,124-43.5% |
| Participation rate | 14.7% | 60.9%-46.2pp | 68.7%-54.0pp | 69.5%-54.8pp |
| Annual return | 11.77% | 20.25%-8.5pp | 20.65%-8.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $346 | $2,386-85.5% | $3,438-89.9% | $3,332-89.6% |
| Admin fee / account holder | $831 | $3,653-77.2% | $5,558-85.0% | $4,645-82.1% |