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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 | $44,543 | $99,345-55.2% | $84,753-47.4% | $273,972-83.7% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 1.08% | 22.93%-21.8pp | 22.78%-21.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $774 | $4,270-81.9% | $3,712-79.2% | $5,287-85.4% |
| Admin fee / account holder | $9,934 | $6,645+49.5% | $5,333+86.3% | $10,133-2.0% |