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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 | $45,950 | $71,534-35.8% | $98,462-53.3% | $71,529-35.8% |
| Participation rate | 8.4% | 72.7%-64.3pp | 75.2%-66.8pp | 67.9%-59.5pp |
| Annual return | 12.48% | 32.44%-20.0pp | 21.17%-8.7pp | 28.97%-16.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $805 | $4,109-80.4% | $4,738-83.0% | $4,291-81.2% |
| Admin fee / account holder | $5,474 | $1,677+226.5% | $8,875-38.3% | $1,588+244.6% |