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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 | $32,509 | $59,839-45.7% | $81,988-60.3% | $79,858-59.3% |
| Participation rate | 7.0% | 61.6%-54.6pp | 69.3%-62.2pp | 69.6%-62.6pp |
| Annual return | 8.45% | 17.56%-9.1pp | 41.31%-32.9pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $68 | $2,695-97.5% | $3,722-98.2% | $3,740-98.2% |
| Admin fee / account holder | $14,550 | $4,287+239.4% | $5,665+156.9% | $5,306+174.2% |