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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 | $25,951 | $45,050-42.4% | $63,018-58.8% | $70,126-63.0% |
| Participation rate | 16.7% | 69.5%-52.8pp | 74.8%-58.1pp | 69.5%-52.9pp |
| Annual return | 7.27% | 18.76%-11.5pp | 87.62%-80.4pp | 73.15%-65.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $184 | $2,466-92.6% | $3,330-94.5% | $3,332-94.5% |
| Admin fee / account holder | $1,912 | $2,834-32.5% | $3,601-46.9% | $4,645-58.8% |