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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 | $17,836 | $45,087-60.4% | $69,483-74.3% | $72,976-75.6% |
| Participation rate | 28.1% | 68.5%-40.4pp | 74.6%-46.5pp | 69.5%-41.4pp |
| Annual return | 4.81% | 22.67%-17.9pp | 28.99%-24.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $367 | $2,603-85.9% | $3,537-89.6% | $3,608-89.8% |
| Admin fee / account holder | $2,716 | $3,057-11.2% | $3,841-29.3% | $5,124-47.0% |