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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 | $21,555 | $43,075-50.0% | $74,577-71.1% | $62,881-65.7% |
| Participation rate | 42.3% | 58.1%-15.7pp | 68.1%-25.8pp | 69.3%-27.0pp |
| Annual return | 4.44% | 17.50%-13.1pp | 20.47%-16.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $205 | $2,389-91.4% | $3,458-94.1% | $3,203-93.6% |
| Admin fee / account holder | $8,974 | $2,840+216.0% | $4,138+116.9% | $4,296+108.9% |