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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 | $31,078 | $53,127-41.5% | $86,597-64.1% | $70,131-55.7% |
| Participation rate | 25.5% | 65.3%-39.9pp | 73.5%-48.1pp | 69.5%-44.1pp |
| Annual return | 9.85% | 27.66%-17.8pp | 964.96%-955.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $535 | $2,696-80.2% | $3,609-85.2% | $3,332-83.9% |
| Admin fee / account holder | $910 | $3,585-74.6% | $4,906-81.5% | $4,645-80.4% |