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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 | $44,922 | $100,194-55.2% | $122,979-63.5% | $86,983-48.4% |
| Participation rate | 44.7% | 73.0%-28.2pp | 77.2%-32.5pp | 69.5%-24.8pp |
| Annual return | 9.67% | 16.47%-6.8pp | 20.12%-10.4pp | 25.83%-16.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,106 | $4,133-73.2% | $5,003-77.9% | $4,194-73.6% |
| Admin fee / account holder | $1,949 | $10,148-80.8% | $12,864-84.8% | $7,856-75.2% |