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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 | $21,417 | $52,379-59.1% | $46,225-53.7% | $273,972-92.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.5%-39.5pp | 83.0%-43.0pp |
| Annual return | 1.71% | 7.23%-5.5pp | 7.57%-5.9pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $107 | $4,660-97.7% | $3,776-97.2% | $5,287-98.0% |
| Admin fee / account holder | $2,713 | $4,652-41.7% | $3,519-22.9% | $10,133-73.2% |