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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 | $37,570 | $41,377-9.2% | $109,313-65.6% | $62,881-40.3% |
| Participation rate | 12.2% | 57.5%-45.4pp | 71.3%-59.1pp | 69.3%-57.1pp |
| Annual return | 4.46% | 11.05%-6.6pp | 22.07%-17.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $361 | $2,045-82.4% | $3,166-88.6% | $3,203-88.7% |
| Admin fee / account holder | $3,046 | $2,884+5.6% | $5,666-46.2% | $4,296-29.1% |