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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 | $26,516 | $72,492-63.4% | $87,104-69.6% | $72,975-63.7% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.9%-13.5pp | 69.5%-6.2pp |
| Annual return | 11.58% | 24.46%-12.9pp | 28.19%-16.6pp | 81.01%-69.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,036 | $3,270-68.3% | $4,048-74.4% | $3,608-71.3% |
| Admin fee / account holder | $2,763 | $5,055-45.3% | $7,491-63.1% | $5,124-46.1% |