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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 | $29,933 | $84,236-64.5% | $170,435-82.4% | $70,126-57.3% |
| Participation rate | 20.6% | 70.8%-50.2pp | 83.6%-63.0pp | 69.5%-49.0pp |
| Annual return | 2.63% | 23.06%-20.4pp | 205.94%-203.3pp | 73.15%-70.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $385 | $3,086-87.5% | $4,939-92.2% | $3,332-88.4% |
| Admin fee / account holder | $1,197 | $5,698-79.0% | $13,881-91.4% | $4,645-74.2% |