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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 | $43,637 | $117,829-63.0% | $102,423-57.4% | $145,877-70.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 4.68% | 31.83%-27.2pp | 29.42%-24.7pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $842 | $5,732-85.3% | $5,054-83.3% | $6,691-87.4% |
| Admin fee / account holder | $1,594 | $13,335-88.0% | $9,455-83.1% | $13,402-88.1% |