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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 | $28,414 | $45,082-37.0% | $69,464-59.1% | $72,975-61.1% |
| Participation rate | 55.4% | 68.5%-13.1pp | 74.6%-19.2pp | 69.5%-14.1pp |
| Annual return | 5.15% | 22.66%-17.5pp | 28.98%-23.8pp | 81.01%-75.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $770 | $2,604-70.4% | $3,536-78.2% | $3,608-78.6% |
| Admin fee / account holder | $1,350 | $3,057-55.8% | $3,840-64.8% | $5,124-73.7% |