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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 | $17,802 | $49,025-63.7% | $87,502-79.7% | $62,881-71.7% |
| Participation rate | 39.6% | 64.9%-25.3pp | 73.8%-34.3pp | 69.3%-29.7pp |
| Annual return | 3.22% | 10.02%-6.8pp | 12.21%-9.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $300 | $2,289-86.9% | $3,149-90.5% | $3,203-90.6% |
| Admin fee / account holder | $10,834 | $4,065+166.5% | $4,221+156.7% | $4,296+152.2% |