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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 | $76,834-66.4% | $108,359-76.2% | $87,485-70.5% |
| Participation rate | 50.9% | 61.7%-10.8pp | 70.1%-19.2pp | 68.9%-18.0pp |
| Annual return | 10.65% | 19.09%-8.4pp | 36.89%-26.2pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $765 | $3,100-75.3% | $4,137-81.5% | $4,274-82.1% |
| Admin fee / account holder | $2,639 | $6,537-59.6% | $9,741-72.9% | $7,775-66.1% |