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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 | $43,564 | $124,425-65.0% | $112,040-61.1% | $137,256-68.3% |
| Participation rate | 29.4% | 79.3%-49.9pp | 76.5%-47.1pp | 80.0%-50.5pp |
| Annual return | 3.33% | 24.72%-21.4pp | 24.52%-21.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $385 | $5,718-93.3% | $5,098-92.4% | $6,407-94.0% |
| Admin fee / account holder | $13,064 | $15,207-14.1% | $12,098+8.0% | $12,270+6.5% |