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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 | $19,572 | $84,236-76.8% | $170,435-88.5% | $70,126-72.1% |
| Participation rate | 19.8% | 70.8%-51.1pp | 83.6%-63.8pp | 69.5%-49.8pp |
| Annual return | 8.87% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $414 | $3,086-86.6% | $4,939-91.6% | $3,332-87.6% |
| Admin fee / account holder | $12,060 | $5,698+111.6% | $13,881-13.1% | $4,645+159.6% |