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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 | $15,012 | $58,627-74.4% | $76,735-80.4% | $82,448-81.8% |
| Participation rate | 19.2% | 63.2%-44.0pp | 69.5%-50.3pp | 68.1%-48.8pp |
| Annual return | 12.42% | 39.10%-26.7pp | 29.77%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $644 | $3,134-79.4% | $4,088-84.2% | $4,139-84.4% |
| Admin fee / account holder | $6,400 | $5,323+20.2% | $7,189-11.0% | $7,234-11.5% |