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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 | $23,019 | $41,377-44.4% | $109,313-78.9% | $62,881-63.4% |
| Participation rate | 31.1% | 57.5%-26.5pp | 71.3%-40.2pp | 69.3%-38.2pp |
| Annual return | 4.80% | 11.05%-6.2pp | 22.07%-17.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $149 | $2,045-92.7% | $3,166-95.3% | $3,203-95.3% |
| Admin fee / account holder | $1,936 | $2,884-32.9% | $5,666-65.8% | $4,296-54.9% |