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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 | $25,036 | $58,828-57.4% | $78,002-67.9% | $62,881-60.2% |
| Participation rate | 48.4% | 71.1%-22.7pp | 75.5%-27.1pp | 69.3%-20.9pp |
| Annual return | 1.52% | 17.16%-15.6pp | 425.99%-424.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $410 | $2,686-84.8% | $3,497-88.3% | $3,203-87.2% |
| Admin fee / account holder | $1,442 | $4,393-67.2% | $5,481-73.7% | $4,296-66.4% |