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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 | $136,860-68.2% | $120,344-63.8% | $154,746-71.8% |
| Participation rate | 29.4% | 79.9%-50.5pp | 76.7%-47.3pp | 80.7%-51.3pp |
| Annual return | 3.33% | 21.38%-18.0pp | 20.30%-17.0pp | 172.34%-169.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $385 | $5,793-93.4% | $5,135-92.5% | $6,730-94.3% |
| Admin fee / account holder | $13,064 | $15,393-15.1% | $12,742+2.5% | $14,365-9.1% |