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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 | $19,873 | $41,377-52.0% | $109,313-81.8% | $62,881-68.4% |
| Participation rate | 35.9% | 57.5%-21.6pp | 71.3%-35.4pp | 69.3%-33.4pp |
| Annual return | 4.51% | 11.05%-6.5pp | 22.07%-17.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $560 | $2,045-72.6% | $3,166-82.3% | $3,203-82.5% |
| Admin fee / account holder | $1,647 | $2,884-42.9% | $5,666-70.9% | $4,296-61.7% |