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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 | $46,124 | $48,053-4.0% | $84,637-45.5% | $72,976-36.8% |
| Participation rate | 17.2% | 57.6%-40.3pp | 68.2%-51.0pp | 69.5%-52.2pp |
| Annual return | 0.10% | 37.39%-37.3pp | 258.82%-258.7pp | 81.02%-80.9pp |
| Employer contribution / active EE | $403 | $1,602-74.8% | $2,653-84.8% | $2,440-83.5% |
| Participant deferral / active EE | $547 | $2,681-79.6% | $3,900-86.0% | $3,608-84.8% |
| Admin fee / account holder | $1,431 | $3,395-57.9% | $4,914-70.9% | $5,124-72.1% |