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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 | $37,614 | $71,230-47.2% | $93,727-59.9% | $80,959-53.5% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.7%-32.2pp |
| Annual return | 6.95% | 11.26%-4.3pp | 133.83%-126.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $682 | $4,037-83.1% | $4,417-84.6% | $4,300-84.1% |
| Admin fee / account holder | $18,594 | $6,961+167.1% | $8,292+124.3% | $6,925+168.5% |