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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 | $34,862 | $45,087-22.7% | $69,483-49.8% | $72,976-52.2% |
| Participation rate | 9.1% | 68.5%-59.4pp | 74.6%-65.5pp | 69.5%-60.4pp |
| Annual return | 5.48% | 22.67%-17.2pp | 28.99%-23.5pp | 81.02%-75.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $602 | $2,603-76.9% | $3,537-83.0% | $3,608-83.3% |
| Admin fee / account holder | $2,841 | $3,057-7.1% | $3,841-26.0% | $5,124-44.6% |