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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 | $44,646 | $80,705-44.7% | $115,768-61.4% | $67,986-34.3% |
| Participation rate | 15.3% | 63.0%-47.7pp | 74.4%-59.1pp | 57.2%-41.9pp |
| Annual return | 10.54% | 18.49%-8.0pp | 100.46%-89.9pp | 31.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $448 | $3,559-87.4% | $4,917-90.9% | $3,358-86.6% |
| Admin fee / account holder | $17,260 | $4,135+317.4% | $12,439+38.7% | $3,203+438.8% |