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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 | $13,003 | $76,407-83.0% | $150,298-91.3% | $82,448-84.2% |
| Participation rate | 22.6% | 66.4%-43.8pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 8.20% | 39.99%-31.8pp | 62.79%-54.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $444 | $3,214-86.2% | $5,453-91.9% | $4,139-89.3% |
| Admin fee / account holder | $1,817 | $6,352-71.4% | $14,116-87.1% | $7,234-74.9% |