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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 | $32,504 | $48,364-32.8% | $71,796-54.7% | $62,881-48.3% |
| Participation rate | 18.5% | 60.6%-42.1pp | 69.1%-50.6pp | 69.3%-50.8pp |
| Annual return | 2.80% | 13.16%-10.4pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $491 | $2,091-76.5% | $2,794-82.4% | $3,203-84.7% |
| Admin fee / account holder | $409 | $3,771-89.2% | $4,815-91.5% | $4,296-90.5% |