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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 | $32,826 | $43,075-23.8% | $74,577-56.0% | $62,881-47.8% |
| Participation rate | 31.8% | 58.1%-26.2pp | 68.1%-36.3pp | 69.3%-37.5pp |
| Annual return | 3.04% | 17.50%-14.5pp | 20.47%-17.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $664 | $2,389-72.2% | $3,458-80.8% | $3,203-79.3% |
| Admin fee / account holder | $11,038 | $2,840+288.7% | $4,138+166.8% | $4,296+157.0% |