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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 | $28,962 | $49,249-41.2% | $70,476-58.9% | $79,852-63.7% |
| Participation rate | 19.4% | 69.2%-49.8pp | 75.1%-55.7pp | 69.6%-50.3pp |
| Annual return | 5.54% | 30.09%-24.6pp | 109.12%-103.6pp | 31.72%-26.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $672 | $2,769-75.7% | $3,710-81.9% | $3,740-82.0% |
| Admin fee / account holder | $1,164 | $2,878-59.5% | $3,847-69.7% | $5,306-78.1% |