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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 | $46,490 | $56,894-18.3% | $84,753-45.1% | $62,881-26.1% |
| Participation rate | 35.7% | 68.5%-32.8pp | 76.6%-40.9pp | 69.3%-33.6pp |
| Annual return | 2.73% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $488 | $2,709-82.0% | $3,712-86.9% | $3,203-84.8% |
| Admin fee / account holder | $9,894 | $3,581+176.3% | $5,333+85.5% | $4,296+130.3% |