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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 | $58,848-77.2% | $88,179-84.8% | $82,637-83.8% |
| Participation rate | 14.1% | 57.9%-43.8pp | 69.1%-55.0pp | 68.1%-54.0pp |
| Annual return | 12.07% | 22.76%-10.7pp | 64.97%-52.9pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $583 | $3,124-81.3% | $4,614-87.4% | $4,126-85.9% |
| Admin fee / account holder | $6,714 | $4,795+40.0% | $7,673-12.5% | $7,339-8.5% |