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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 | $71,526-44.8% | $98,441-59.9% | $71,476-44.7% |
| Participation rate | 14.2% | 72.7%-58.5pp | 75.2%-60.9pp | 67.9%-53.7pp |
| Annual return | 7.42% | 32.42%-25.0pp | 21.16%-13.7pp | 28.85%-21.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,048-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $372 | $4,110-90.9% | $4,738-92.1% | $4,290-91.3% |
| Admin fee / account holder | $26,456 | $1,675+1479.3% | $8,960+195.3% | $1,587+1566.6% |