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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 | $42,256 | $77,358-45.4% | $102,184-58.6% | $87,485-51.7% |
| Participation rate | 50.0% | 78.7%-28.7pp | 82.6%-32.6pp | 68.9%-18.9pp |
| Annual return | 4.96% | 41.11%-36.2pp | 31.58%-26.6pp | 26.06%-21.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,483 | $6,753-78.0% | $8,309-82.2% | $4,274-65.3% |
| Admin fee / account holder | $14,174 | $6,809+108.2% | $11,609+22.1% | $7,775+82.3% |