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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 | $44,983 | $51,708-13.0% | $106,619-57.8% | $62,881-28.5% |
| Participation rate | 46.5% | 66.9%-20.4pp | 78.0%-31.5pp | 69.3%-22.8pp |
| Annual return | 1.85% | 4.69%-2.8pp | 9.42%-7.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $879 | $2,315-62.0% | $3,930-77.6% | $3,203-72.5% |
| Admin fee / account holder | $7,501 | $3,349+124.0% | $6,418+16.9% | $4,296+74.6% |