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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 | $42,646 | $65,034-34.4% | $90,970-53.1% | $79,856-46.6% |
| Participation rate | 37.2% | 61.6%-24.4pp | 69.0%-31.8pp | 69.6%-32.4pp |
| Annual return | 10.02% | 30.45%-20.4pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $984 | $2,512-60.8% | $3,373-70.8% | $3,741-73.7% |
| Admin fee / account holder | $493 | $4,536-89.1% | $5,961-91.7% | $5,306-90.7% |