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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 | $28,887 | $58,493-50.6% | $84,023-65.6% | $72,976-60.4% |
| Participation rate | 21.4% | 61.2%-39.8pp | 69.0%-47.6pp | 69.5%-48.1pp |
| Annual return | 10.44% | 28.93%-18.5pp | 71.32%-60.9pp | 81.02%-70.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $573 | $2,394-76.0% | $3,239-82.3% | $3,608-84.1% |
| Admin fee / account holder | $8,035 | $4,569+75.9% | $6,102+31.7% | $5,124+56.8% |