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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 | $23,749 | $63,845-62.8% | $81,370-70.8% | $80,959-70.7% |
| Participation rate | 17.5% | 63.9%-46.4pp | 69.5%-52.0pp | 67.7%-50.2pp |
| Annual return | 3.99% | 16.37%-12.4pp | 24.85%-20.9pp | 35.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $927 | $3,093-70.0% | $3,885-76.1% | $4,300-78.4% |
| Admin fee / account holder | $8,924 | $5,688+56.9% | $5,749+55.2% | $6,925+28.9% |