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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 | $12,063 | $78,690-84.7% | $161,489-92.5% | $87,485-86.2% |
| Participation rate | 31.7% | 67.5%-35.8pp | 78.7%-47.0pp | 68.9%-37.3pp |
| Annual return | 9.99% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $914 | $3,311-72.4% | $5,630-83.8% | $4,274-78.6% |
| Admin fee / account holder | $3,001 | $6,724-55.4% | $16,006-81.3% | $7,775-61.4% |