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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 | $26,111 | $48,364-46.0% | $71,796-63.6% | $62,881-58.5% |
| Participation rate | 8.0% | 60.6%-52.6pp | 69.1%-61.1pp | 69.3%-61.3pp |
| Annual return | 3.90% | 13.16%-9.3pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $354 | $2,091-83.1% | $2,794-87.3% | $3,203-89.0% |
| Admin fee / account holder | $3,336 | $3,771-11.6% | $4,815-30.7% | $4,296-22.4% |