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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 | $55,457-21.5% | $77,361-43.7% | $94,015-53.7% |
| Participation rate | 41.5% | 69.8%-28.3pp | 75.0%-33.5pp | 70.8%-29.3pp |
| Annual return | 9.54% | 15.57%-6.0pp | 1011.54%-1002.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $692 | $3,069-77.4% | $3,911-82.3% | $4,249-83.7% |
| Admin fee / account holder | $401 | $4,334-90.7% | $5,894-93.2% | $8,951-95.5% |