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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 | $81,358-81.8% | $155,556-90.5% | $80,959-81.7% |
| Participation rate | 19.4% | 66.3%-46.9pp | 78.2%-58.9pp | 67.7%-48.3pp |
| Annual return | 10.30% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $484 | $3,455-86.0% | $5,631-91.4% | $4,300-88.7% |
| Admin fee / account holder | $2,934 | $7,994-63.3% | $15,885-81.5% | $6,925-57.6% |