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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 | $41,714 | $92,186-54.8% | $105,624-60.5% | $77,762-46.4% |
| Participation rate | 19.4% | 81.0%-61.6pp | 75.3%-55.9pp | 70.6%-51.2pp |
| Annual return | 9.82% | 17.83%-8.0pp | 116.20%-106.4pp | 31.27%-21.4pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $883 | $5,395-83.6% | $5,013-82.4% | $4,651-81.0% |
| Admin fee / account holder | $1,584 | $219+623.2% | $10,961-85.5% | $433+265.9% |