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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 | $18,971 | $75,541-74.9% | $152,093-87.5% | $82,637-77.0% |
| Participation rate | 8.5% | 66.5%-58.0pp | 77.8%-69.3pp | 68.1%-59.5pp |
| Annual return | 8.18% | 32.56%-24.4pp | 66.36%-58.2pp | 53.51%-45.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $395 | $3,206-87.7% | $5,451-92.7% | $4,126-90.4% |
| Admin fee / account holder | $13,979 | $6,405+118.3% | $14,497-3.6% | $7,339+90.5% |