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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 | $37,318 | $48,364-22.8% | $71,796-48.0% | $62,881-40.7% |
| Participation rate | 19.4% | 60.6%-41.2pp | 69.1%-49.7pp | 69.3%-49.9pp |
| Annual return | 3.12% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $422 | $2,091-79.8% | $2,794-84.9% | $3,203-86.8% |
| Admin fee / account holder | $10,045 | $3,771+166.4% | $4,815+108.6% | $4,296+133.8% |