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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 | $31,860 | $54,541-41.6% | $78,778-59.6% | $70,131-54.6% |
| Participation rate | 9.8% | 60.8%-51.0pp | 69.2%-59.4pp | 69.5%-59.8pp |
| Annual return | 8.31% | 21.07%-12.8pp | 35.62%-27.3pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $522 | $2,210-76.4% | $2,958-82.4% | $3,332-84.3% |
| Admin fee / account holder | $351 | $3,709-90.5% | $5,134-93.2% | $4,645-92.4% |