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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 | $42,241 | $78,428-46.1% | $95,960-56.0% | $79,852-47.1% |
| Participation rate | 38.6% | 73.5%-34.9pp | 77.1%-38.5pp | 69.6%-31.0pp |
| Annual return | 6.44% | 19.37%-12.9pp | 91.63%-85.2pp | 31.72%-25.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $258 | $3,440-92.5% | $4,167-93.8% | $3,740-93.1% |
| Admin fee / account holder | $4,740 | $5,622-15.7% | $6,797-30.3% | $5,306-10.7% |