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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 | $15,542 | $76,407-79.7% | $150,298-89.7% | $82,448-81.1% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 11.00% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $536 | $3,214-83.3% | $5,453-90.2% | $4,139-87.1% |
| Admin fee / account holder | $5,258 | $6,352-17.2% | $14,116-62.7% | $7,234-27.3% |