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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 | $35,693 | $54,541-34.6% | $78,778-54.7% | $70,126-49.1% |
| Participation rate | 5.3% | 60.8%-55.5pp | 69.2%-63.9pp | 69.5%-64.3pp |
| Annual return | 5.20% | 21.07%-15.9pp | 35.62%-30.4pp | 73.15%-68.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $194 | $2,210-91.2% | $2,958-93.4% | $3,332-94.2% |
| Admin fee / account holder | $544 | $3,709-85.3% | $5,134-89.4% | $4,645-88.3% |