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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 | $43,379 | $80,855-46.3% | $153,416-71.7% | $86,983-50.1% |
| Participation rate | 15.4% | 64.1%-48.7pp | 74.3%-59.0pp | 69.5%-54.2pp |
| Annual return | 1.96% | 16.18%-14.2pp | 17.84%-15.9pp | 25.83%-23.9pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $442 | $3,333-86.7% | $4,723-90.6% | $4,194-89.5% |
| Admin fee / account holder | $15,262 | $6,908+120.9% | $13,095+16.5% | $7,856+94.3% |