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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 | $11,100 | $76,407-85.5% | $150,298-92.6% | $82,448-86.5% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 7.35% | 39.99%-32.6pp | 62.79%-55.4pp | 41.64%-34.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $195 | $3,214-93.9% | $5,453-96.4% | $4,139-95.3% |
| Admin fee / account holder | $4,897 | $6,352-22.9% | $14,116-65.3% | $7,234-32.3% |