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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 | $78,690-75.9% | $161,489-88.3% | $87,485-78.3% |
| Participation rate | 8.5% | 67.5%-59.0pp | 78.7%-70.2pp | 68.9%-60.4pp |
| Annual return | 8.18% | 32.74%-24.6pp | 89.72%-81.5pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $395 | $3,311-88.1% | $5,630-93.0% | $4,274-90.7% |
| Admin fee / account holder | $13,979 | $6,724+107.9% | $16,006-12.7% | $7,775+79.8% |