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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 | $26,946 | $81,504-66.9% | $102,437-73.7% | $80,959-66.7% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 7.83% | 25.60%-17.8pp | 24.95%-17.1pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $833 | $3,871-78.5% | $5,060-83.5% | $4,300-80.6% |
| Admin fee / account holder | $2,610 | $6,719-61.2% | $8,388-68.9% | $6,925-62.3% |