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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 | $21,069 | $48,364-56.4% | $71,796-70.7% | $62,881-66.5% |
| Participation rate | 44.4% | 60.6%-16.2pp | 69.1%-24.7pp | 69.3%-24.9pp |
| Annual return | 3.47% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $761 | $2,091-63.6% | $2,794-72.8% | $3,203-76.2% |
| Admin fee / account holder | $2,262 | $3,771-40.0% | $4,815-53.0% | $4,296-47.3% |