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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 | $43,496-38.4% | $161,489-83.4% | $64,340-58.4% |
| Participation rate | 36.5% | 53.5%-17.0pp | 78.7%-42.2pp | 55.2%-18.7pp |
| Annual return | 10.13% | 20.76%-10.6pp | 89.72%-79.6pp | 24.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $390 | $1,996-80.5% | $5,630-93.1% | $2,980-86.9% |
| Admin fee / account holder | $1,015 | $2,330-56.4% | $16,006-93.7% | $3,703-72.6% |