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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 | $33,680 | $58,828-42.7% | $78,002-56.8% | $62,881-46.4% |
| Participation rate | 30.9% | 71.1%-40.2pp | 75.5%-44.6pp | 69.3%-38.4pp |
| Annual return | 4.55% | 17.16%-12.6pp | 425.99%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $922 | $2,686-65.7% | $3,497-73.6% | $3,203-71.2% |
| Admin fee / account holder | $507 | $4,393-88.5% | $5,481-90.8% | $4,296-88.2% |