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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 | $31,140 | $56,060-44.5% | $76,002-59.0% | $80,874-61.5% |
| Participation rate | 18.9% | 62.0%-43.1pp | 69.1%-50.2pp | 67.6%-48.7pp |
| Annual return | 7.80% | 20.54%-12.7pp | 360.07%-352.3pp | 35.62%-27.8pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $913 | $3,051-70.1% | $4,257-78.6% | $4,297-78.8% |
| Admin fee / account holder | $379 | $5,237-92.8% | $6,414-94.1% | $6,935-94.5% |