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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 | $30,187 | $45,041-33.0% | $63,003-52.1% | $70,131-57.0% |
| Participation rate | 23.3% | 69.5%-46.2pp | 74.8%-51.5pp | 69.5%-46.2pp |
| Annual return | 8.77% | 18.76%-10.0pp | 87.59%-78.8pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $574 | $2,465-76.7% | $3,329-82.8% | $3,332-82.8% |
| Admin fee / account holder | $25,660 | $2,836+804.9% | $3,600+612.7% | $4,645+452.4% |