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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 | $36,228 | $56,894-36.3% | $84,753-57.3% | $62,881-42.4% |
| Participation rate | 56.0% | 68.5%-12.5pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 3.08% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $882 | $2,709-67.5% | $3,712-76.3% | $3,203-72.5% |
| Admin fee / account holder | $12,832 | $3,581+258.4% | $5,333+140.6% | $4,296+198.7% |