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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 | $45,067 | $93,345-51.7% | $119,126-62.2% | $87,485-48.5% |
| Participation rate | 21.1% | 68.7%-47.7pp | 75.8%-54.7pp | 68.9%-47.9pp |
| Annual return | 10.83% | 19.08%-8.3pp | 282.11%-271.3pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $935 | $4,099-77.2% | $5,318-82.4% | $4,274-78.1% |
| Admin fee / account holder | $6,533 | $8,039-18.7% | $10,693-38.9% | $7,775-16.0% |