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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 | $45,640 | $87,834-48.0% | $133,975-65.9% | $62,881-27.4% |
| Participation rate | 68.3% | 83.4%-15.1pp | 87.1%-18.8pp | 69.3%-1.0pp |
| Annual return | 4.64% | 12.05%-7.4pp | 29.29%-24.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $905 | $4,812-81.2% | $6,282-85.6% | $3,203-71.7% |
| Admin fee / account holder | $330 | $5,372-93.9% | $9,324-96.5% | $4,296-92.3% |