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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 | $27,982 | $56,287-50.3% | $80,977-65.4% | $62,881-55.5% |
| Participation rate | 53.1% | 68.9%-15.9pp | 75.8%-22.7pp | 69.3%-16.2pp |
| Annual return | 4.42% | 22.13%-17.7pp | 17.11%-12.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $722 | $4,196-82.8% | $5,696-87.3% | $3,203-77.5% |
| Admin fee / account holder | $6,742 | $3,742+80.2% | $5,517+22.2% | $4,296+56.9% |