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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 | $43,485 | $52,580-17.3% | $71,671-39.3% | $70,131-38.0% |
| Participation rate | 19.6% | 60.9%-41.3pp | 68.7%-49.2pp | 69.5%-50.0pp |
| Annual return | 8.84% | 20.25%-11.4pp | 20.65%-11.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $587 | $2,386-75.4% | $3,438-82.9% | $3,332-82.4% |
| Admin fee / account holder | $1,637 | $3,653-55.2% | $5,558-70.6% | $4,645-64.8% |