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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 | $42,183 | $142,426-70.4% | $115,167-63.4% | $152,909-72.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.5%-42.5pp |
| Annual return | 2.69% | 41.48%-38.8pp | 35.60%-32.9pp | 345.46%-342.8pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $291 | $5,165-94.4% | $4,169-93.0% | $5,851-95.0% |
| Admin fee / account holder | $1,590 | $8,464-81.2% | $7,089-77.6% | $11,601-86.3% |