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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 | $31,036 | $58,493-46.9% | $84,023-63.1% | $72,976-57.5% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 11.27% | 28.93%-17.7pp | 71.32%-60.1pp | 81.02%-69.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $30 | $2,394-98.8% | $3,239-99.1% | $3,608-99.2% |
| Admin fee / account holder | $816 | $4,569-82.1% | $6,102-86.6% | $5,124-84.1% |