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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 | $39,147 | $48,364-19.1% | $71,796-45.5% | $62,881-37.7% |
| Participation rate | 26.3% | 60.6%-34.3pp | 69.1%-42.8pp | 69.3%-43.0pp |
| Annual return | 3.05% | 13.16%-10.1pp | 78.04%-75.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $645 | $2,091-69.1% | $2,794-76.9% | $3,203-79.8% |
| Admin fee / account holder | $3,323 | $3,771-11.9% | $4,815-31.0% | $4,296-22.6% |