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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 | $26,218 | $81,457-67.8% | $103,378-74.6% | $80,911-67.6% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 5.57% | 25.58%-20.0pp | 24.91%-19.3pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $705 | $3,871-81.8% | $5,058-86.1% | $4,297-83.6% |
| Admin fee / account holder | $4,885 | $6,717-27.3% | $8,401-41.8% | $6,935-29.5% |