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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 | $14,948 | $81,331-81.6% | $155,534-90.4% | $80,935-81.5% |
| Participation rate | 12.2% | 66.3%-54.0pp | 78.2%-66.0pp | 67.7%-55.4pp |
| Annual return | 5.69% | 33.37%-27.7pp | 64.92%-59.2pp | 35.66%-30.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $846 | $3,454-75.5% | $5,630-85.0% | $4,299-80.3% |
| Admin fee / account holder | $22,851 | $7,999+185.7% | $15,900+43.7% | $6,924+230.0% |