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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 | $14,797 | $81,276-81.8% | $155,574-90.5% | $80,925-81.7% |
| Participation rate | 19.4% | 66.2%-46.9pp | 78.2%-58.9pp | 67.7%-48.3pp |
| Annual return | 10.30% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $484 | $3,453-86.0% | $5,629-91.4% | $4,299-88.7% |
| Admin fee / account holder | $2,934 | $7,993-63.3% | $15,914-81.6% | $6,940-57.7% |