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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 | $33,921 | $55,684-39.1% | $75,900-55.3% | $72,976-53.5% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.3%-43.6pp | 69.5%-43.8pp |
| Annual return | 16.23% | 27.60%-11.4pp | 30.73%-14.5pp | 81.02%-64.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $558 | $2,634-78.8% | $3,604-84.5% | $3,608-84.5% |
| Admin fee / account holder | $443 | $3,981-88.9% | $5,421-91.8% | $5,124-91.4% |