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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 | $44,795 | $91,198-50.9% | $178,503-74.9% | $79,856-43.9% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 1.66% | 24.20%-22.5pp | 151.12%-149.5pp | 31.71%-30.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $52 | $3,237-98.4% | $5,202-99.0% | $3,741-98.6% |
| Admin fee / account holder | $313 | $6,748-95.4% | $13,987-97.8% | $5,306-94.1% |