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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 | $32,035 | $49,255-35.0% | $70,494-54.6% | $79,856-59.9% |
| Participation rate | 22.6% | 69.2%-46.6pp | 75.1%-52.5pp | 69.6%-47.1pp |
| Annual return | 5.76% | 30.10%-24.3pp | 109.16%-103.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $549 | $2,768-80.2% | $3,711-85.2% | $3,741-85.3% |
| Admin fee / account holder | $32,249 | $2,879+1020.1% | $3,848+738.1% | $5,306+507.7% |