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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 | $49,089 | $41,377+18.6% | $109,313-55.1% | $62,881-21.9% |
| Participation rate | 15.6% | 57.5%-42.0pp | 71.3%-55.7pp | 69.3%-53.7pp |
| Annual return | -1.52% | 11.05%-12.6pp | 22.07%-23.6pp | 20.14%-21.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $596 | $2,045-70.9% | $3,166-81.2% | $3,203-81.4% |
| Admin fee / account holder | $1,211 | $2,884-58.0% | $5,666-78.6% | $4,296-71.8% |