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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 | $10,660 | $57,590-81.5% | $86,233-87.6% | $82,448-87.1% |
| Participation rate | 26.0% | 57.9%-31.8pp | 69.0%-43.0pp | 68.1%-42.0pp |
| Annual return | 9.91% | 22.41%-12.5pp | 61.39%-51.5pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $370 | $3,080-88.0% | $4,559-91.9% | $4,139-91.1% |
| Admin fee / account holder | $3,824 | $4,730-19.2% | $8,342-54.2% | $7,234-47.1% |