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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 | $43,028 | $80,983-46.9% | $96,544-55.4% | $75,177-42.8% |
| Participation rate | 35.1% | 71.8%-36.7pp | 76.0%-40.9pp | 67.2%-32.1pp |
| Annual return | 9.93% | 27.05%-17.1pp | 25.88%-15.9pp | 160.75%-150.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $809 | $3,929-79.4% | $4,851-83.3% | $4,126-80.4% |
| Admin fee / account holder | $906 | $6,717-86.5% | $8,254-89.0% | $5,651-84.0% |