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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 | $41,843 | $101,778-58.9% | $164,975-74.6% | $80,925-48.3% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.7%-27.0pp |
| Annual return | 9.97% | 16.73%-6.8pp | 70.12%-60.2pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,737 | $4,477-61.2% | $6,033-71.2% | $4,299-59.6% |
| Admin fee / account holder | $6,716 | $8,221-18.3% | $12,688-47.1% | $6,940-3.2% |