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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 | $12,980 | $81,358-84.0% | $155,556-91.7% | $80,959-84.0% |
| Participation rate | 2.3% | 66.3%-64.0pp | 78.2%-76.0pp | 67.7%-65.4pp |
| Annual return | 9.98% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $86,551 | $7,994+982.8% | $15,885+444.9% | $6,925+1149.8% |