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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 | $81,358-68.7% | $155,556-83.6% | $80,959-68.5% |
| Participation rate | 20.6% | 66.3%-45.6pp | 78.2%-57.6pp | 67.7%-47.0pp |
| Annual return | 9.76% | 33.39%-23.6pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $583 | $3,455-83.1% | $5,631-89.6% | $4,300-86.4% |
| Admin fee / account holder | $7,657 | $7,994-4.2% | $15,885-51.8% | $6,925+10.6% |