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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 | $39,199 | $49,249-20.4% | $70,476-44.4% | $79,852-50.9% |
| Participation rate | 30.8% | 69.2%-38.4pp | 75.1%-44.3pp | 69.6%-38.9pp |
| Annual return | 1.44% | 30.09%-28.7pp | 109.12%-107.7pp | 31.72%-30.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $687 | $2,769-75.2% | $3,710-81.5% | $3,740-81.6% |
| Admin fee / account holder | $6,761 | $2,878+134.9% | $3,847+75.8% | $5,306+27.4% |