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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 | $58,848-81.9% | $88,179-87.9% | $82,637-87.1% |
| Participation rate | 26.0% | 57.9%-31.9pp | 69.1%-43.1pp | 68.1%-42.0pp |
| Annual return | 9.91% | 22.76%-12.8pp | 64.97%-55.1pp | 53.51%-43.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $370 | $3,124-88.2% | $4,614-92.0% | $4,126-91.0% |
| Admin fee / account holder | $3,824 | $4,795-20.3% | $7,673-50.2% | $7,339-47.9% |