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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 | $77,814-78.9% | $158,223-89.6% | $86,983-81.1% |
| Participation rate | 12.7% | 68.4%-55.7pp | 79.2%-66.5pp | 69.5%-56.8pp |
| Annual return | 2.38% | 30.54%-28.2pp | 52.09%-49.7pp | 25.83%-23.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $882 | $3,270-73.0% | $5,467-83.9% | $4,194-79.0% |
| Admin fee / account holder | $28,051 | $5,879+377.1% | $16,047+74.8% | $7,856+257.1% |