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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 | $43,379 | $79,894-45.7% | $135,792-68.1% | $82,637-47.5% |
| Participation rate | 15.4% | 63.0%-47.6pp | 72.6%-57.2pp | 68.1%-52.7pp |
| Annual return | 1.96% | 17.20%-15.2pp | 25.96%-24.0pp | 53.51%-51.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $442 | $3,194-86.2% | $4,759-90.7% | $4,126-89.3% |
| Admin fee / account holder | $15,262 | $6,434+137.2% | $12,266+24.4% | $7,339+108.0% |