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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 | $32,587 | $56,110-41.9% | $94,993-65.7% | $70,126-53.5% |
| Participation rate | 31.7% | 65.0%-33.3pp | 73.9%-42.2pp | 69.5%-37.8pp |
| Annual return | 4.57% | 51.02%-46.5pp | 27.14%-22.6pp | 73.15%-68.6pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $389 | $2,391-83.7% | $3,317-88.3% | $3,332-88.3% |
| Admin fee / account holder | $9,533 | $3,456+175.8% | $4,960+92.2% | $4,645+105.2% |