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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 | $42,567 | $81,233-47.6% | $155,567-72.6% | $80,874-47.4% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 8.72% | 33.33%-24.6pp | 64.74%-56.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $335 | $3,452-90.3% | $5,628-94.0% | $4,297-92.2% |
| Admin fee / account holder | $516 | $7,998-93.6% | $15,916-96.8% | $6,935-92.6% |