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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 | $41,254 | $46,599-11.5% | $64,101-35.6% | $75,173-45.1% |
| Participation rate | 12.5% | 65.9%-53.4pp | 72.3%-59.8pp | 67.2%-54.7pp |
| Annual return | 11.37% | 26.06%-14.7pp | 33.72%-22.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $536 | $2,837-81.1% | $3,881-86.2% | $4,126-87.0% |
| Admin fee / account holder | $4,611 | $2,956+56.0% | $3,070+50.2% | $5,651-18.4% |