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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 | $42,378 | $59,440-28.7% | $78,004-45.7% | $82,637-48.7% |
| Participation rate | 21.6% | 62.8%-41.2pp | 69.4%-47.8pp | 68.1%-46.4pp |
| Annual return | 9.56% | 40.24%-30.7pp | 31.07%-21.5pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $211 | $3,138-93.3% | $4,092-94.8% | $4,126-94.9% |
| Admin fee / account holder | $10,432 | $5,504+89.5% | $7,578+37.7% | $7,339+42.1% |