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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 | $25,138 | $54,541-53.9% | $78,778-68.1% | $70,126-64.2% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 10.81% | 21.07%-10.3pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $889 | $2,210-59.8% | $2,958-70.0% | $3,332-73.3% |
| Admin fee / account holder | $7,066 | $3,709+90.5% | $5,134+37.6% | $4,645+52.1% |