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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 | $36,689 | $76,407-52.0% | $150,298-75.6% | $82,448-55.5% |
| Participation rate | 28.0% | 66.4%-38.4pp | 77.8%-49.8pp | 68.1%-40.1pp |
| Annual return | 12.64% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $602 | $3,214-81.3% | $5,453-89.0% | $4,139-85.5% |
| Admin fee / account holder | $4,216 | $6,352-33.6% | $14,116-70.1% | $7,234-41.7% |