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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 | $24,824 | $54,297-54.3% | $97,032-74.4% | $65,306-62.0% |
| Participation rate | 3.6% | 42.3%-38.8pp | 71.6%-68.0pp | 57.7%-54.1pp |
| Annual return | 4.07% | 21.17%-17.1pp | 35.38%-31.3pp | 21.94%-17.9pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $327 | $2,259-85.5% | $4,672-93.0% | $2,959-88.9% |
| Admin fee / account holder | $2,912 | $3,744-22.2% | $9,418-69.1% | $3,480-16.3% |