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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 | $33,385 | $71,197-53.1% | $93,669-64.4% | $80,925-58.7% |
| Participation rate | 17.2% | 60.4%-43.2pp | 68.7%-51.5pp | 67.7%-50.4pp |
| Annual return | 6.00% | 11.27%-5.3pp | 133.59%-127.6pp | 35.65%-29.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $389 | $4,036-90.4% | $4,416-91.2% | $4,299-91.0% |
| Admin fee / account holder | $2,853 | $6,959-59.0% | $8,291-65.6% | $6,940-58.9% |