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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 | $23,081 | $77,814-70.3% | $158,223-85.4% | $86,983-73.5% |
| Participation rate | 32.8% | 68.4%-35.6pp | 79.2%-46.4pp | 69.5%-36.8pp |
| Annual return | 10.56% | 30.54%-20.0pp | 52.09%-41.5pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $881 | $3,270-73.1% | $5,467-83.9% | $4,194-79.0% |
| Admin fee / account holder | $3,562 | $5,879-39.4% | $16,047-77.8% | $7,856-54.7% |