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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 | $43,819 | $59,839-26.8% | $81,991-46.6% | $79,852-45.1% |
| Participation rate | 18.6% | 61.6%-43.0pp | 69.3%-50.6pp | 69.6%-51.0pp |
| Annual return | 7.48% | 17.56%-10.1pp | 41.31%-33.8pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $513 | $2,695-81.0% | $3,722-86.2% | $3,740-86.3% |
| Admin fee / account holder | $7,500 | $4,287+74.9% | $5,665+32.4% | $5,306+41.3% |