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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 | $27,253 | $58,099-53.1% | $76,902-64.6% | $75,177-63.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 3.61% | 26.71%-23.1pp | 37.91%-34.3pp | 160.75%-157.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $883 | $2,999-70.6% | $3,833-77.0% | $4,126-78.6% |
| Admin fee / account holder | $23,035 | $4,778+382.1% | $5,479+320.4% | $5,651+307.6% |