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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 | $43,561 | $50,554-13.8% | $67,681-35.6% | $87,485-50.2% |
| Participation rate | 41.5% | 67.7%-26.2pp | 73.7%-32.2pp | 68.9%-27.4pp |
| Annual return | 9.54% | 17.81%-8.3pp | 590.58%-581.0pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $692 | $2,961-76.6% | $3,976-82.6% | $4,274-83.8% |
| Admin fee / account holder | $401 | $4,132-90.3% | $6,100-93.4% | $7,775-94.8% |