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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 | $32,920 | $86,341-61.9% | $125,192-73.7% | $65,185-49.5% |
| Participation rate | 19.1% | 75.3%-56.2pp | 79.8%-60.7pp | 70.2%-51.1pp |
| Annual return | 17.83% | 27.44%-9.6pp | 43.79%-26.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $397 | $3,538-88.8% | $4,937-92.0% | $3,514-88.7% |
| Admin fee / account holder | $3,422 | $609+461.6% | $9,704-64.7% | $847+303.9% |