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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 | $34,752 | $47,848-27.4% | $81,473-57.3% | $70,126-50.4% |
| Participation rate | 10.3% | 58.3%-48.0pp | 68.0%-57.7pp | 69.5%-59.3pp |
| Annual return | 12.76% | 27.25%-14.5pp | 38.78%-26.0pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $464 | $2,453-81.1% | $3,537-86.9% | $3,332-86.1% |
| Admin fee / account holder | $33,210 | $3,145+956.0% | $4,561+628.1% | $4,645+614.9% |