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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 | $13,419 | $58,057-76.9% | $97,032-86.2% | $86,983-84.6% |
| Participation rate | 14.1% | 60.4%-46.3pp | 71.6%-57.5pp | 69.5%-55.4pp |
| Annual return | 12.07% | 22.26%-10.2pp | 35.38%-23.3pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $583 | $3,244-82.0% | $4,672-87.5% | $4,194-86.1% |
| Admin fee / account holder | $6,714 | $4,839+38.8% | $9,418-28.7% | $7,856-14.5% |