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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 | $26,484 | $86,050-69.2% | $189,758-86.0% | $94,015-71.8% |
| Participation rate | 12.5% | 68.9%-56.4pp | 79.8%-67.3pp | 70.8%-58.3pp |
| Annual return | 9.51% | 17.77%-8.3pp | 52.62%-43.1pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $649 | $3,349-80.6% | $5,856-88.9% | $4,249-84.7% |
| Admin fee / account holder | $3,168 | $6,627-52.2% | $20,388-84.5% | $8,951-64.6% |