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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 | $51,494 | $65,364-21.2% | $92,909-44.6% | $72,975-29.4% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 1.08% | 42.11%-41.0pp | 109.44%-108.4pp | 81.01%-79.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $720 | $3,128-77.0% | $4,238-83.0% | $3,608-80.1% |
| Admin fee / account holder | $496 | $4,251-88.3% | $5,795-91.4% | $5,124-90.3% |