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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 | $28,085 | $57,140-50.8% | $85,240-67.1% | $80,959-65.3% |
| Participation rate | 5.7% | 56.4%-50.7pp | 67.5%-61.8pp | 67.7%-62.0pp |
| Annual return | 9.80% | 21.71%-11.9pp | 66.75%-57.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $323 | $3,115-89.6% | $4,527-92.9% | $4,300-92.5% |
| Admin fee / account holder | $6,533 | $4,992+30.9% | $6,165+6.0% | $6,925-5.7% |