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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 | $32,184 | $60,349-46.7% | $74,184-56.6% | $62,881-48.8% |
| Participation rate | 43.2% | 72.7%-29.5pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 3.96% | 21.38%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,224 | $2,856-57.1% | $3,550-65.5% | $3,203-61.8% |
| Admin fee / account holder | $20,806 | $4,261+388.3% | $5,586+272.5% | $4,296+384.3% |