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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 | $41,777 | $70,435-40.7% | $96,575-56.7% | $85,856-51.3% |
| Participation rate | 39.3% | 61.8%-22.5pp | 69.8%-30.5pp | 69.3%-30.0pp |
| Annual return | 8.96% | 18.59%-9.6pp | 37.79%-28.8pp | 318.58%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,071 | $2,894-63.0% | $3,849-72.2% | $3,952-72.9% |
| Admin fee / account holder | $5,416 | $4,997+8.4% | $6,182-12.4% | $6,261-13.5% |