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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 | $39,513 | $71,534-44.8% | $98,462-59.9% | $71,529-44.8% |
| Participation rate | 14.2% | 72.7%-58.5pp | 75.2%-60.9pp | 67.9%-53.7pp |
| Annual return | 7.42% | 32.44%-25.0pp | 21.17%-13.8pp | 28.97%-21.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $372 | $4,109-90.9% | $4,738-92.1% | $4,291-91.3% |
| Admin fee / account holder | $26,456 | $1,677+1477.9% | $8,875+198.1% | $1,588+1565.5% |