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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 | $26,962 | $67,894-60.3% | $89,340-69.8% | $82,448-67.3% |
| Participation rate | 35.3% | 64.0%-28.8pp | 69.6%-34.3pp | 68.1%-32.8pp |
| Annual return | 10.87% | 19.21%-8.3pp | 20.57%-9.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $356 | $3,072-88.4% | $3,823-90.7% | $4,139-91.4% |
| Admin fee / account holder | $1,081 | $5,723-81.1% | $6,704-83.9% | $7,234-85.1% |