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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 | $20,740 | $43,075-51.9% | $74,577-72.2% | $62,881-67.0% |
| Participation rate | 28.6% | 58.1%-29.5pp | 68.1%-39.5pp | 69.3%-40.7pp |
| Annual return | 3.55% | 17.50%-14.0pp | 20.47%-16.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $522 | $2,389-78.2% | $3,458-84.9% | $3,203-83.7% |
| Admin fee / account holder | $4,467 | $2,840+57.3% | $4,138+7.9% | $4,296+4.0% |