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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 | $106,864-75.5% | $147,318-82.2% | $82,637-68.3% |
| Participation rate | 48.3% | 75.5%-27.2pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 6.67% | 27.49%-20.8pp | 70.43%-63.8pp | 53.51%-46.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $984 | $6,496-84.8% | $7,906-87.6% | $4,126-76.1% |
| Admin fee / account holder | $32,289 | $8,415+283.7% | $13,708+135.6% | $7,339+340.0% |