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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 | $26,786 | $41,016-34.7% | $152,093-82.4% | $64,097-58.2% |
| Participation rate | 36.5% | 51.3%-14.8pp | 77.8%-41.2pp | 55.2%-18.7pp |
| Annual return | 10.13% | 39.60%-29.5pp | 66.36%-56.2pp | 34.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $390 | $1,927-79.8% | $5,451-92.8% | $3,080-87.3% |
| Admin fee / account holder | $1,015 | $2,305-56.0% | $14,497-93.0% | $3,454-70.6% |