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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 | $43,593 | $54,541-20.1% | $78,778-44.7% | $70,124-37.8% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.9pp |
| Annual return | 12.17% | 21.07%-8.9pp | 35.62%-23.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $363 | $2,210-83.6% | $2,958-87.7% | $3,332-89.1% |
| Admin fee / account holder | $1,736 | $3,709-53.2% | $5,134-66.2% | $4,645-62.6% |