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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 | $44,927 | $124,980-64.1% | $108,359-58.5% | $154,746-71.0% |
| Participation rate | 4.8% | 75.2%-70.4pp | 70.1%-65.4pp | 80.7%-75.9pp |
| Annual return | 2.78% | 45.00%-42.2pp | 36.89%-34.1pp | 172.34%-169.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $42 | $4,743-99.1% | $4,137-99.0% | $6,730-99.4% |
| Admin fee / account holder | $1,899 | $11,502-83.5% | $9,741-80.5% | $14,365-86.8% |