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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 | $43,515 | $57,065-23.7% | $75,670-42.5% | $70,131-38.0% |
| Participation rate | 26.9% | 68.1%-41.2pp | 72.3%-45.4pp | 69.5%-42.6pp |
| Annual return | 11.95% | 23.57%-11.6pp | 27.34%-15.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $756 | $2,580-70.7% | $3,142-76.0% | $3,332-77.3% |
| Admin fee / account holder | $2,445 | $3,825-36.1% | $5,800-57.8% | $4,645-47.4% |