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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 | $18,113 | $51,769-65.0% | $57,356-68.4% | $52,331-65.4% |
| Participation rate | 24.8% | 75.2%-50.4pp | 75.1%-50.3pp | 68.1%-43.3pp |
| Annual return | -1.46% | 2.43%-3.9pp | 24.41%-25.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $694 | $2,794-75.2% | $3,162-78.1% | $3,022-77.0% |
| Admin fee / account holder | $319 | $295+8.3% | $3,357-90.5% | $592-46.1% |