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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 | $29,723 | $88,707-66.5% | $74,184-59.9% | $273,972-89.2% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 1.57% | 11.94%-10.4pp | 17.74%-16.2pp | 41.46%-39.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,011 | $4,212-76.0% | $3,550-71.5% | $5,287-80.9% |
| Admin fee / account holder | $2,281 | $8,717-73.8% | $5,586-59.2% | $10,133-77.5% |