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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 | $31,948 | $74,535-57.1% | $100,712-68.3% | $82,637-61.3% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 6.67% | 18.92%-12.3pp | 33.27%-26.6pp | 53.51%-46.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,123 | $3,074-63.5% | $4,085-72.5% | $4,126-72.8% |
| Admin fee / account holder | $16,553 | $6,576+151.7% | $9,256+78.8% | $7,339+125.5% |