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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 | $25,480 | $81,233-68.6% | $155,567-83.6% | $80,874-68.5% |
| Participation rate | 20.6% | 66.2%-45.6pp | 78.2%-57.6pp | 67.6%-47.0pp |
| Annual return | 9.76% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $583 | $3,452-83.1% | $5,628-89.6% | $4,297-86.4% |
| Admin fee / account holder | $7,657 | $7,998-4.3% | $15,916-51.9% | $6,935+10.4% |