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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 | $24,034 | $45,082-46.7% | $69,464-65.4% | $72,975-67.1% |
| Participation rate | 38.0% | 68.5%-30.5pp | 74.6%-36.6pp | 69.5%-31.5pp |
| Annual return | 2.35% | 22.66%-20.3pp | 28.98%-26.6pp | 81.01%-78.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $685 | $2,604-73.7% | $3,536-80.6% | $3,608-81.0% |
| Admin fee / account holder | $1,440 | $3,057-52.9% | $3,840-62.5% | $5,124-71.9% |