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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 | $75,541-79.4% | $152,093-89.8% | $82,637-81.2% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 11.00% | 32.56%-21.6pp | 66.36%-55.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $536 | $3,206-83.3% | $5,451-90.2% | $4,126-87.0% |
| Admin fee / account holder | $5,258 | $6,405-17.9% | $14,497-63.7% | $7,339-28.4% |