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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 | $32,304 | $76,551-57.8% | $123,894-73.9% | $62,881-48.6% |
| Participation rate | 21.4% | 73.0%-51.6pp | 81.4%-60.0pp | 69.3%-47.9pp |
| Annual return | 2.17% | 18.68%-16.5pp | 47.52%-45.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $930 | $4,840-80.8% | $5,984-84.5% | $3,203-71.0% |
| Admin fee / account holder | $13,380 | $4,826+177.3% | $8,357+60.1% | $4,296+211.5% |