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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 | $40,033 | $78,428-49.0% | $95,960-58.3% | $79,852-49.9% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 5.63% | 19.37%-13.7pp | 91.63%-86.0pp | 31.72%-26.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $167 | $3,440-95.1% | $4,167-96.0% | $3,740-95.5% |
| Admin fee / account holder | $4,676 | $5,622-16.8% | $6,797-31.2% | $5,306-11.9% |