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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 | $41,691 | $53,841-22.6% | $75,731-44.9% | $85,851-51.4% |
| Participation rate | 26.6% | 69.0%-42.5pp | 74.8%-48.3pp | 69.3%-42.8pp |
| Annual return | 11.97% | 24.54%-12.6pp | 104.65%-92.7pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $849 | $2,895-70.7% | $3,820-77.8% | $3,952-78.5% |
| Admin fee / account holder | $1,062 | $3,340-68.2% | $3,620-70.7% | $6,261-83.0% |