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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 | $24,824 | $45,312-45.2% | $86,233-71.2% | $67,986-63.5% |
| Participation rate | 3.6% | 42.4%-38.9pp | 69.0%-65.4pp | 57.2%-53.6pp |
| Annual return | 4.07% | 24.79%-20.7pp | 61.39%-57.3pp | 31.67%-27.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $327 | $2,185-85.0% | $4,559-92.8% | $3,358-90.3% |
| Admin fee / account holder | $2,912 | $3,295-11.6% | $8,342-65.1% | $3,203-9.1% |