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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 | $44,076 | $37,446+17.7% | $77,513-43.1% | $79,852-44.8% |
| Participation rate | 13.0% | 41.5%-28.5pp | 54.2%-41.1pp | 69.6%-56.6pp |
| Annual return | 6.38% | 39.76%-33.4pp | 54.81%-48.4pp | 31.72%-25.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $232 | $1,261-81.6% | $1,861-87.5% | $3,740-93.8% |
| Admin fee / account holder | $2,371 | $2,506-5.4% | $2,859-17.1% | $5,306-55.3% |