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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 | $14,898 | $81,331-81.7% | $155,534-90.4% | $80,935-81.6% |
| Participation rate | 21.4% | 66.3%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 9.09% | 33.37%-24.3pp | 64.92%-55.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $85 | $3,454-97.5% | $5,630-98.5% | $4,299-98.0% |
| Admin fee / account holder | $2,529 | $7,999-68.4% | $15,900-84.1% | $6,924-63.5% |