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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 | $40,862 | $88,672-53.9% | $105,223-61.2% | $82,448-50.4% |
| Participation rate | 21.2% | 67.9%-46.7pp | 75.0%-53.8pp | 68.1%-46.9pp |
| Annual return | 11.72% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $454 | $4,036-88.7% | $5,072-91.0% | $4,139-89.0% |
| Admin fee / account holder | $20,532 | $7,146+187.3% | $8,859+131.8% | $7,234+183.8% |