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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 | $29,925 | $52,306-42.8% | $69,779-57.1% | $62,881-52.4% |
| Participation rate | 17.9% | 67.2%-49.4pp | 71.8%-54.0pp | 69.3%-51.4pp |
| Annual return | 2.91% | 13.35%-10.4pp | 12.99%-10.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $446 | $2,395-81.4% | $2,931-84.8% | $3,203-86.1% |
| Admin fee / account holder | $42,155 | $3,691+1042.1% | $4,381+862.2% | $4,296+881.3% |