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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 | $32,464 | $101,795-68.1% | $165,100-80.3% | $80,959-59.9% |
| Participation rate | 14.6% | 71.8%-57.2pp | 78.6%-64.0pp | 67.7%-53.1pp |
| Annual return | 8.63% | 16.73%-8.1pp | 70.21%-61.6pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $671 | $4,476-85.0% | $6,035-88.9% | $4,300-84.4% |
| Admin fee / account holder | $15,760 | $8,221+91.7% | $12,696+24.1% | $6,925+127.6% |