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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 | $31,676 | $54,541-41.9% | $78,778-59.8% | $70,126-54.8% |
| Participation rate | 13.2% | 60.8%-47.6pp | 69.2%-56.0pp | 69.5%-56.3pp |
| Annual return | 11.92% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $281 | $2,210-87.3% | $2,958-90.5% | $3,332-91.6% |
| Admin fee / account holder | $5,975 | $3,709+61.1% | $5,134+16.4% | $4,645+28.6% |