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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 | $45,669 | $103,392-55.8% | $87,104-47.6% | $152,897-70.1% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.9%-38.4pp | 82.5%-44.0pp |
| Annual return | 5.59% | 28.10%-22.5pp | 28.19%-22.6pp | 345.43%-339.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $566 | $4,778-88.1% | $4,048-86.0% | $5,851-90.3% |
| Admin fee / account holder | $15,097 | $12,194+23.8% | $7,491+101.5% | $11,599+30.2% |