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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 | $42,603 | $138,393-69.2% | $184,256-76.9% | $80,959-47.4% |
| Participation rate | 8.9% | 83.9%-75.0pp | 86.8%-77.9pp | 67.7%-58.8pp |
| Annual return | 1.42% | 20.01%-18.6pp | 28.85%-27.4pp | 35.67%-34.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,374 | $7,076-80.6% | $9,133-85.0% | $4,300-68.1% |
| Admin fee / account holder | $1,480 | $10,489-85.9% | $13,899-89.3% | $6,925-78.6% |