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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 | $60,442-82.4% | $96,754-89.0% | $87,485-87.8% |
| Participation rate | 26.0% | 58.7%-32.7pp | 70.3%-44.2pp | 68.9%-42.9pp |
| Annual return | 9.91% | 21.97%-12.1pp | 82.04%-72.1pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $370 | $3,280-88.7% | $4,758-92.2% | $4,274-91.3% |
| Admin fee / account holder | $3,824 | $5,069-24.6% | $8,905-57.1% | $7,775-50.8% |