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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 | $29,151 | $76,551-61.9% | $123,894-76.5% | $62,881-53.6% |
| Participation rate | 20.5% | 73.0%-52.4pp | 81.4%-60.9pp | 69.3%-48.8pp |
| Annual return | 3.47% | 18.68%-15.2pp | 47.52%-44.0pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $332 | $4,840-93.1% | $5,984-94.5% | $3,203-89.6% |
| Admin fee / account holder | $1,665 | $4,826-65.5% | $8,357-80.1% | $4,296-61.2% |