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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 | $25,778 | $73,787-65.1% | $98,716-73.9% | $82,448-68.7% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.3%-18.3pp | 68.1%-17.1pp |
| Annual return | 10.65% | 18.57%-7.9pp | 31.81%-21.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $765 | $3,081-75.2% | $4,048-81.1% | $4,139-81.5% |
| Admin fee / account holder | $2,639 | $6,500-59.4% | $8,703-69.7% | $7,234-63.5% |