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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 | $11,323 | $78,690-85.6% | $161,489-93.0% | $87,485-87.1% |
| Participation rate | 19.8% | 67.5%-47.7pp | 78.7%-58.9pp | 68.9%-49.2pp |
| Annual return | 10.32% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $569 | $3,311-82.8% | $5,630-89.9% | $4,274-86.7% |
| Admin fee / account holder | $4,109 | $6,724-38.9% | $16,006-74.3% | $7,775-47.2% |