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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 | $30,570 | $69,444-56.0% | $92,985-67.1% | $87,485-65.1% |
| Participation rate | 10.0% | 63.3%-53.3pp | 69.5%-59.5pp | 68.9%-58.9pp |
| Annual return | 11.46% | 23.85%-12.4pp | 27.99%-16.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $751 | $3,364-77.7% | $4,377-82.8% | $4,274-82.4% |
| Admin fee / account holder | $21,527 | $6,137+250.8% | $9,463+127.5% | $7,775+176.9% |