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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 | $12,720 | $57,073-77.7% | $85,126-85.1% | $80,925-84.3% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 8.56% | 21.69%-13.1pp | 66.63%-58.1pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $617 | $3,113-80.2% | $4,523-86.3% | $4,299-85.6% |
| Admin fee / account holder | $1,713 | $4,988-65.6% | $6,160-72.2% | $6,940-75.3% |