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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 | $30,813 | $45,050-31.6% | $63,018-51.1% | $70,126-56.1% |
| Participation rate | 20.7% | 69.5%-48.9pp | 74.8%-54.2pp | 69.5%-48.9pp |
| Annual return | 8.52% | 18.76%-10.2pp | 87.62%-79.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $731 | $2,466-70.3% | $3,330-78.0% | $3,332-78.1% |
| Admin fee / account holder | $312 | $2,834-89.0% | $3,601-91.3% | $4,645-93.3% |