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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 | $28,814 | $60,349-52.3% | $74,184-61.2% | $62,881-54.2% |
| Participation rate | 40.4% | 72.7%-32.3pp | 76.6%-36.2pp | 69.3%-28.9pp |
| Annual return | 3.71% | 21.38%-17.7pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $473 | $2,856-83.4% | $3,550-86.7% | $3,203-85.2% |
| Admin fee / account holder | $32,332 | $4,261+658.8% | $5,586+478.8% | $4,296+652.7% |