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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 | $16,447 | $78,690-79.1% | $161,489-89.8% | $87,485-81.2% |
| Participation rate | 12.7% | 67.5%-54.7pp | 78.7%-66.0pp | 68.9%-56.2pp |
| Annual return | 2.38% | 32.74%-30.4pp | 89.72%-87.3pp | 26.06%-23.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $882 | $3,311-73.4% | $5,630-84.3% | $4,274-79.4% |
| Admin fee / account holder | $28,051 | $6,724+317.2% | $16,006+75.3% | $7,775+260.8% |