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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 | $42,952 | $104,664-59.0% | $85,693-49.9% | $167,518-74.4% |
| Participation rate | 8.7% | 76.4%-67.7pp | 69.9%-61.2pp | 82.1%-73.4pp |
| Annual return | 7.31% | 21.45%-14.1pp | 21.49%-14.2pp | 478.71%-471.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $308 | $4,824-93.6% | $3,923-92.2% | $6,342-95.1% |
| Admin fee / account holder | $6,281 | $10,032-37.4% | $6,874-8.6% | $12,312-49.0% |