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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 | $32,853 | $86,940-62.2% | $102,434-67.9% | $80,935-59.4% |
| Participation rate | 15.8% | 72.4%-56.6pp | 76.5%-60.7pp | 67.7%-51.9pp |
| Annual return | 0.32% | 18.89%-18.6pp | 29.46%-29.1pp | 35.66%-35.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $449 | $4,121-89.1% | $5,055-91.1% | $4,299-89.6% |
| Admin fee / account holder | $13,930 | $8,047+73.1% | $9,462+47.2% | $6,924+101.2% |