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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 | $26,203 | $106,749-75.5% | $145,433-82.0% | $82,448-68.2% |
| Participation rate | 48.3% | 75.6%-27.4pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 6.67% | 27.59%-20.9pp | 66.58%-59.9pp | 41.64%-35.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $984 | $6,519-84.9% | $7,897-87.5% | $4,139-76.2% |
| Admin fee / account holder | $32,289 | $8,390+284.8% | $13,129+145.9% | $7,234+346.3% |