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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 | $36,442 | $81,276-55.2% | $155,574-76.6% | $80,925-55.0% |
| Participation rate | 16.7% | 66.2%-49.6pp | 78.2%-61.5pp | 67.7%-51.0pp |
| Annual return | 7.89% | 33.36%-25.5pp | 64.87%-57.0pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $61 | $3,453-98.2% | $5,629-98.9% | $4,299-98.6% |
| Admin fee / account holder | $5,238 | $7,993-34.5% | $15,914-67.1% | $6,940-24.5% |