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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 | $33,659 | $48,364-30.4% | $71,796-53.1% | $62,881-46.5% |
| Participation rate | 19.5% | 60.6%-41.1pp | 69.1%-49.6pp | 69.3%-49.8pp |
| Annual return | 1.87% | 13.16%-11.3pp | 78.04%-76.2pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $686 | $2,091-67.2% | $2,794-75.5% | $3,203-78.6% |
| Admin fee / account holder | $3,126 | $3,771-17.1% | $4,815-35.1% | $4,296-27.2% |